0001669517-23-000082.txt : 20230414
0001669517-23-000082.hdr.sgml : 20230414
20230414153442
ACCESSION NUMBER: 0001669517-23-000082
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
JACOBSON,SHANNON,WILLIAMS,
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: 23820963
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
0001669517-16-000094
N
SHANNON
WILLIAMS
JACOBSON
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
12-02-2018
190 SOUTH LASALLE
SUITE 2000
CHICAGO
IL
60603
SHANNON
COLLEEN
WILLIAMS
01-2022
PFM FINANCIAL ADVISORS LLC
CHICAGO
IL
60603
Y
N
SENIOR MANAGING CONSULANT
05-2011
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC.
CHICAGO
IL
60601
Y
N
SENIOR ANALYST
07-2009
05-2011
SCOTT BALICE STRATEGIES, LLC
CHICAGO
IL
60606
Y
N
ASSOCIATE
09-2007
06-2009
GRADUATE SCHOOL - UNIVERSITY OF CHICAGO
CHICAGO
IL
60637
N
N
GRADUATE STUDENT
09-2006
07-2007
SCHIFF HARDIN LLC
CHICAGO
IL
60606
N
N
CONFLICT ANALYST
10-2005
08-2006
KIRKLAND & ELLIS LLP
CHICAGO
IL
60654
N
N
PROJECT ASSISTANT
08-2002
08-2005
UNDERGRADUATE STUDENT - UNIVERISTY OF PITTSBURG
PITTSBURG
PA
15213
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
04-14-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER