0001669517-23-000100.txt : 20230417 0001669517-23-000100.hdr.sgml : 20230417 20230417065015 ACCESSION NUMBER: 0001669517-23-000100 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MASVIDAL,SERGIO,DANIEL, 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: 23822788 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 0001669517-16-000121 N Sergio Daniel Masvidal N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 01-15-2016 2222 PONCE DE LEON BLVD MIAMI FL 33134 01-2022 PFM FINANCIAL ADIVSORS LLC MIAMI FL 33134 Y N MANAGING DIRECTOR 08-2003 01-2022 PUBLIC FINANCIAL MANAGEMENT INC MIAMI FL 33134 Y N MANAGING DIRECTOR 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