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