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