0001669517-23-000028.txt : 20230227 0001669517-23-000028.hdr.sgml : 20230227 20230227094313 ACCESSION NUMBER: 0001669517-23-000028 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 LABUDA,MELISSA,NMN, FILED AS OF DATE: 20230224 DATE AS OF CHANGE: 20230227 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC CENTRAL INDEX KEY: 0001669517 IRS NUMBER: 811642787 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-05146 FILM NUMBER: 23670434 BUSINESS ADDRESS: STREET 1: 1735 MARKET STREET STREET 2: 43RD FLOOR CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 BUSINESS PHONE: 215-567-6100 MAIL ADDRESS: STREET 1: 1735 MARKET STREET STREET 2: 43RD FLOOR CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 MA-I 1 primary_doc.xml MA-I 0001669517 XXXXXXXX CHERYL D. MADDOX 215-567-6100 MADDOXC@PFM.COM N N MELISSA NMN LABUDA N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-03-2023 N 867-02030 SUPERVISED 01-03-2023 213 MARKET STREET HARRISBURG PA 17101 LOCATED 01-03-2023 1735 MARKET STREET 42ND FLOOR PHILADELPHIA PA 19103 01-2023 PFM FINANCIAL ADVISORS LLC PHILADELPHIA PA 19103 Y N DIRECTOR 10-2013 12-2022 CITY OF PHILADELPHIA, WATER DEPARTMENT PHILADELPHIA PA 19107 N N DEPUTY COMMISSIONER, FINANCE 09-2005 12-2013 MORGAN STANLEY NEW YORK NY 10036 N Y INVESTMENT BANKER N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 02-24-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER