0001669517-23-000066.txt : 20230410
0001669517-23-000066.hdr.sgml : 20230410
20230410073739
ACCESSION NUMBER: 0001669517-23-000066
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
SINGER,ISABEL,ANNIS,
FILED AS OF DATE: 20230407
DATE AS OF CHANGE: 20230410
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: 23809711
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 MADDOX
215-557-1239
MADDOXC@PFM.COM
N
0001669517-22-000081
N
ISABEL
ANNIS
SINGER
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
09-03-2019
N
867-02030
LOCATED
SUPERVISED
09-03-2019
4350 NORTH FAIRFAX DRIVE
SUITE 590
ARLINGTON
VA
22203
07-2019
PFM FINANCIAL ADVISORS LLC
ARLINGTON
VA
22203
Y
N
SENIOR ANALYST
07-2018
05-2019
CHARLOTTESVILLE RENEWABLE ENERGY ALLIANCE
CHARLOTTESVILLE
VA
22903
N
N
INTERN
08-2017
05-2019
WOMEN'S HEALTH VIRGINIA
CHARLOTTESVILLE
VA
22903
N
N
INTERN - ACTUAL DATES: FEBRUARY 2017 THROUGH MAY 2019; EDGARS SYSTEM WILL NOW ALLOW FOR OVERLAPPING DATES
05-2017
08-2017
U.S. EMBASSY CONSULAR SECTION
PARIS
I0
75008
N
N
CONSULAR ASSISTANT
07-2016
02-2017
UNIVERITY OF VIRGINIA IN CHARLOTTESVILLE
CHARLOTTESVILLE
VA
22903
N
N
FULL-TIME STUDENT
07-2014
07-2016
PIE TANZA
ARLINGTON
VA
22207
N
N
CASHIER AND FOOD RUNNER
08-2013
07-2014
FULL-TIME EDUCATION
ARLINGTON
VA
22207
N
N
FULL-TIME EDUCATION
06-2013
09-2013
OVERLEE COMMUNITY ASSOCIATION
ARLINGTON
VA
22207
N
N
LIFEGUARD
08-2010
06-2013
FULL-TIME EDUCATION
CAIRO
H2
11865
N
N
FULL-TIME STUDENT
01-2009
05-2010
FULL-TIME EDUCATION
ANKARA
W8
06010
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
04-07-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER