0001669517-23-000101.txt : 20230417
0001669517-23-000101.hdr.sgml : 20230417
20230417151055
ACCESSION NUMBER: 0001669517-23-000101
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
VARONA,PEDRO,ANTONIO,
FILED AS OF DATE: 20230417
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: 23823739
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
MADDOX@PFM.COM
N
0001669517-16-000172
N
Pedro
Antonio
Varona
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
09-01-2017
222 PONCE DE LEON BLVD
3RD FLOOR
MIAMI
FL
38134
01-2022
PFM FINANCIAL ADVISORS LLC
MIAMI
FL
33134
Y
N
SENIOR MANAGING CONSULTANT
07-2012
03-2023
PUBLIC FINANCIAL MANAGEMENT, INC.
MIAMI
FL
33134
Y
N
SENIOR MANAGING CONSULTANT
09-2008
05-2012
FULL-TIME STUDENT
GAINESVILLE
FL
32612
N
N
FULL-TIME STUDENT
08-2004
08-2008
FULL-TIME STUDENT
GAINESVILLE
FL
32612
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
04-17-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER