0001669517-23-000046.txt : 20230328 0001669517-23-000046.hdr.sgml : 20230328 20230328104727 ACCESSION NUMBER: 0001669517-23-000046 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 PATTERSON,KIRSTEN,DENEADRA, FILED AS OF DATE: 20230327 DATE AS OF CHANGE: 20230328 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 SEC ACT: 1934 Act SEC FILE NUMBER: 868-05146 FILM NUMBER: 23767010 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 1 primary_doc.xml MA-I 0001669517 XXXXXXXX CHERYL MADDOX 215-557-1239 MADDOXC@PFM.COM N N KIRSTEN DENEADRA PATTERSON N 1 0001669517 PFM FINANCIAL ADVISORS LLC 07-11-2022 N 867-00482 LOCATED 07-11-2022 200 S ORANGE AVE ORLANDO FL 32801 07-2022 PFM FINANCIAL ADVISORS LLC ORLANDO FL 32801 Y N ANALYST 08-2021 04-2022 FLORIDA STATE UNIVERSITY TALLAHASSEE FL 32306 N N LEARNING ASSISTANT 08-2020 08-2021 BATH & BODY WORKS LAKELAND FL 33810 N N SALES SUPPORT 08-2019 08-2020 FLORIDA STATE UNIVERSITY TALLAHASSEE FL 32306 N N FULL-TIME STUDENT (ACTUAL DATES WERE AUG 2019 - APRIL 2022 BUT THE EDGAR SYSTEM DOESN'T ALLOW FOR OVERLAPS) 05-2019 08-2019 SUMMER BREAK LAKELAND FL 33810 N N SUMMER BREAK 12-2012 05-2019 POLK COUNTY PUBLIC SCHOOLS BARTOW FL 33830 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 03-27-2023 CHERYL MADDOX CHIEF LEGAL AND COMPLIANCE OFFICER