0001669517-23-000032.txt : 20230306
0001669517-23-000032.hdr.sgml : 20230306
20230306070805
ACCESSION NUMBER: 0001669517-23-000032
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MILLER,DAVID,CLARK,
FILED AS OF DATE: 20230303
DATE AS OF CHANGE: 20230306
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 23707534
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/A
1
primary_doc.xml
MA-I/A
0001669517
XXXXXXXX
CHERYL D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
0001669517-16-000130
N
DAVID
CLARK
MILLER
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
08-01-2021
200 SOUTH ORANGE AVENUE
SUITE 1170
ORLANDO
FL
32801
01-2022
PFM FINANCIAL ADVISORS LLC
ORLANDO
FL
32801
Y
N
MANAGING DIRECTOR
08-1988
01-2022
PUBLIC FINANCIAL MANAGEMENT INC
ORLANDO
FL
32801
Y
N
MANAGING DIRECTOR
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
03-03-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER