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