0001669517-23-000093.txt : 20230417 0001669517-23-000093.hdr.sgml : 20230417 20230417064931 ACCESSION NUMBER: 0001669517-23-000093 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 LOWE,LAUREN,SHELTON, 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: 23822779 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 MADDOX 215-567-6100 MADDOXC@PFM.COM N 0001669517-16-000114 N LAUREN SHELTON LOWE N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 01-15-2016 530 OAK COURT DRIVE SUITE 160 MEMPHIS TN 38117 LAUREN ANN SHELTON 01-2022 PFM FINANCIAL ADVISORS LLC MEMPHIS TN 38117 N N MANAGING DIRECTOR 09-2006 01-2022 PUBLIC FINANCIAL MANAGEMENT INC MEMPHIS TN 38117 Y N MANAGING DIRECTOR 09-2004 09-2006 PUBLIC FINANCIAL MANAGEMENT, INC. FORT MYERS FL 33907 Y N ANALYST 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