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