0001669517-23-000091.txt : 20230414
0001669517-23-000091.hdr.sgml : 20230414
20230414173644
ACCESSION NUMBER: 0001669517-23-000091
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
CASE,WILLIAM,BENICIO,
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: 23822201
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
0001669517-20-000041
N
WILLIAM
BENICIO
CASE
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
08-01-2021
200 SOUTH ORANGE AVENUE
7TH FLOOR SUITE 760
ORLANDO
FL
32801
04-2010
PFM FINANCIAL ADVISORS LLC
ORLANDO
FL
32801
Y
N
MANAGING DIRECTOR
04-2010
01-2022
PUBLIC FINANCIAL MANAGEMENT INC
ORLANDO
FL
32801
Y
N
MANAGING DIRECTOR
03-2001
04-2010
FULLERTON & FRIAR, INC.
LARGO
FL
33777
Y
N
VICE PRESIDENT
Y
01-2017
Airports Council International - North America
1615 L. St NW
Suite 300
Washington
DC
20036
N
N
I am on the Finance Committee for the Airports Council International - North America.
Finance Committee Member
5
The role involves establishing agendas for the conference held by ACI. We also provide assistance on the development of white papers for ACI. It is a non-paying position. Less than 5% of my time will be spent as a Finance Committee member in 2019
N
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04-14-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER