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