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