0001669517-23-000092.txt : 20230417
0001669517-23-000092.hdr.sgml : 20230417
20230417064922
ACCESSION NUMBER: 0001669517-23-000092
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
HOUGHTON,LOUISE,REBECCA,
FILED AS OF DATE: 20230414
DATE AS OF CHANGE: 20230417
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: 23822778
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
0001669517-19-000017
N
LOUISE
REBECCA
HOUGHTON
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
09-04-2018
N
867-02030
SUPERVISED
03-10-2022
555 WEST 5TH STREET
35TH FL
LOS ANGELES
CA
90013
LOCATED
03-10-2022
190 S. LASALLE
SUITE 2000
CHICAGO
IL
60603
07-2018
PFM FINANCIAL ADVISORS LLC
LOS ANGELES
CA
90017
Y
N
ANALYST
02-2015
06-2018
MATHNASIUM
KENILWORTH
IL
60043
N
N
INSTRUCTOR
09-2014
02-2015
NORTHWESTERN UNIVERSITY
EVANSTON
IL
60201
N
N
FULL-TIME STUDENT
08-2013
06-2014
CITY YEAR
NEW YORK
NY
10004
N
N
CORPS MEMBER
08-2009
06-2013
FULL-TIME EDUCATION
BOULDER
CO
80305
N
N
FULL-TIME STUDENT
08-2007
06-2009
FULL-TIME EDUCATION
LAFAYETTE
CO
80026
N
N
FULL-TIME 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