0001669517-23-000059.txt : 20230406 0001669517-23-000059.hdr.sgml : 20230406 20230406083458 ACCESSION NUMBER: 0001669517-23-000059 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 WATSON,NATHANIEL,AARON, FILED AS OF DATE: 20230405 DATE AS OF CHANGE: 20230406 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: 23804481 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 0001669517-16-000191 N NATHANIEL AARON WATSON N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 05-31-2016 555 BRIARWOOD CIRCLE SUITE 333 ANN ARBOR MI 48108 01-2022 PFM FINANCIAL ADVISORS LLC ANN ARBOR MI 48108 Y N MANAGING DIRECTOR 11-2007 01-2022 PUBLIC FINANCIAL MANAGEMENT, INC ANN ARBOR MI 48108 Y N DIRECTOR 03-2006 11-2007 TISCH INVESTMENT ADVISORY, INC. ANN ARBOR MI 48104 N Y CLIENT SERVICE REPRESENTATIVE 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 04-05-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER