0001669517-23-000043.txt : 20230327
0001669517-23-000043.hdr.sgml : 20230327
20230327095021
ACCESSION NUMBER: 0001669517-23-000043
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
CROTTY,JOHN,MICHAEL,III
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: 23761711
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
0001669517-16-000227
N
JOHN
MICHAEL
CROTTY
III
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
01-15-2016
1735 MARKET STREET
42ND FLOOR
PHILADELPHIA
PA
19103-2700
01-2022
PFM FINANCIAL ADVISORS LLC
PHILADELPHIA
PA
19103
Y
N
SENIOR MANAGING CONSULTANT
11-2015
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC.
PHILADELPHIA
PA
19103
Y
N
ANALYST
05-2014
11-2015
PHILADELPHIA CRICKET CLUB
FLOURTOWN
PA
19031
N
N
GOLF PROFESSIONAL
11-2013
05-2014
MEDALIST GOLF CLUB
HOBE SOUND
FL
33455
N
N
GOLF PROFESSIONAL
05-2013
10-2013
PHILADELPHIA CRICKET CLUB
FLOURTOWN
PA
19031
N
N
GOLF PROFESSIONAL
11-2012
04-2013
MEDALIST GOLF CLUB
HOBE SOUND
FL
33455
N
N
GOLF PROFESSIONAL
05-2012
10-2012
ARONIMINK GOLF CLUB
NEWTOWN SQUARE
PA
19073
N
N
GOLF INTERN
09-2008
05-2012
FULL-TIME EDUCATION (PENN STATE UNIVERSITY)
UNIVERSITY PARK
PA
16081
N
N
FULL-TIME STUDENT
09-2004
09-2008
FULL-TIME EDUCATION
CAMP HILL
PA
17011
N
N
FULL-TIME STUDENT
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