0001669517-23-000040.txt : 20230327 0001669517-23-000040.hdr.sgml : 20230327 20230327095036 ACCESSION NUMBER: 0001669517-23-000040 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 CARTER,JOANNE,NMN, FILED AS OF DATE: 20230324 DATE AS OF CHANGE: 20230327 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: 23761714 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 0001669517-16-000035 N JOANNE NMN CARTER N 1 0001669517 PFM FINANCIAL ADVISORS LLC 11-04-1996 N 867-02030 LOCATED SUPERVISED 11-04-1996 4350 NORTH FAIRFAX DRIVE SUITE 590 ARLINGTON VA 22203 JOANNE NMN COLLO 01-2022 PFM FINANCIAL ADVISORS LLC ARLINGTON VA 22203 Y N MANAGING DIRECTOR 11-1996 01-2022 PUBLIC FINANCIAL MANAGEMENT, INC. ARLINGTON VA 22203 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 03-24-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER