0001669517-23-000079.txt : 20230414 0001669517-23-000079.hdr.sgml : 20230414 20230414131610 ACCESSION NUMBER: 0001669517-23-000079 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 CONWAY,RYAN,ALEXANDER, FILED AS OF DATE: 20230414 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: 23820508 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 0001669517-18-000050 N RYAN ALEXANDER CONWAY N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-17-2018 N 867-02030 LOCATED SUPERVISED 01-17-2018 11605 NORTH COMMUNITY HOUSE ROAD CALHOUN 5TH FLOOR CHARLOTTE NC 28277 01-2018 PFM FINANCIAL ADVISORS LLC CHARLOTTE NC 28277 Y N MANAGING DIRECTOR 07-2017 01-2018 UNEMPLOYED RALEIGH NC 27604 N N UNEMPLOYED 01-2016 07-2017 CORVIAS CARY NC 27518 N N DIRECTOR, CAPTIAL MARKETS 05-2015 12-2015 UNEMPLOYED AVALON NJ 08202 N N UNEMPLOYED 09-2014 05-2015 UNIVERSITY OF VIRGINIA CHARLOTTESVILLE VI 22902 N N DIRECTOR CAPITAL MARKETS FINANCE 12-2004 07-2014 WELLS FARGO SECURITIES PHILADELPHIA PA 19103 N N DIRECTOR 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 04-14-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER