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