0001669517-23-000036.txt : 20230323 0001669517-23-000036.hdr.sgml : 20230323 20230323071120 ACCESSION NUMBER: 0001669517-23-000036 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FRAIZER,MICHAEL,TODD, FILED AS OF DATE: 20230322 DATE AS OF CHANGE: 20230323 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: 23754451 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 0001669517-16-000064 N Michael Todd Fraizer N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 11-17-2017 11605 NORTH COMMUNITY HOUSE ROAD CALHOUN LEVEL 5 CHARLOTTE NC 28277 Todd NMN Fraizer 01-2022 PFM FINANCIAL ADVISORS LLC PHILADELPHIA PA 19103 Y N Managing Director 09-2005 01-2022 PUBLIC FINANCIAL MANAGEMENT, INC. PHILADELPHIA PA 19103 Y N MANAGING DIRECTOR 01-1999 09-2005 KANSAS DEVELOPMENT FINANCE AUTHORITY TOPEKA KS 66614 Y Y VP of Finance 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 03-22-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER