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