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