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