0001669517-23-000071.txt : 20230414 0001669517-23-000071.hdr.sgml : 20230414 20230414075113 ACCESSION NUMBER: 0001669517-23-000071 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MAGARITY,MATHEW,JOSEPH, FILED AS OF DATE: 20230413 DATE AS OF CHANGE: 20230414 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: 23819750 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 0001669517-16-000220 N MATHEW JOSEPH MAGARITY N 1 0001669517 PFM FINANCIAL ADVISORS LLC 07-11-2016 N 867-02030 LOCATED SUPERVISED 07-11-2016 1735 MARKET STREET 43RD FLOOR PHILADELPHIA PA 19103-2700 01-2022 PFM FINANCIAL ADVISORS LLC PHILADELPHIA PA 19103 Y N SENIOR MANAGING CONSULTANT 07-2016 01-2022 PUBLIC FINANCIAL MANAGEMENT, INC. PHILADELPHIA PA 19103 Y N ANALYST 09-2012 05-2016 FRANKLIN AND MARSHALL COLLEGE LANCASTER PA 17603 N N STUDENT 09-2011 08-2014 IMPACT THRIFT FEASTERVILLE PA 19053 N N SALES ASSOCIATE 09-2005 09-2011 STUDENT UPPER DUBLIN PA 19090 N N 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 04-13-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER