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