0001669517-23-000104.txt : 20230417 0001669517-23-000104.hdr.sgml : 20230417 20230417151030 ACCESSION NUMBER: 0001669517-23-000104 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 UPCRAFT,CHARLES,ALAN, 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: 23823736 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 0001669517-16-000190 N CHARLES ALAN UPCRAFT N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 12-08-2016 50 SOIUTH 6TH STREET SUITE 1420 MINNEAPOLIS MN 55402 01-2022 PFM FINANCIAL ADVISORS LLC MINNEAPOLIS MN 55402 Y N SENIOR MANAGING CONSULTANT 05-2003 01-2022 PUBLIC FINANCIAL MANAGEMENT, LLC MINNEAPOLIS MN 55402 Y N SENIOR MANAGING CONSULTANT 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