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