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 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