0001669517-23-000110.txt : 20230418
0001669517-23-000110.hdr.sgml : 20230418
20230418070258
ACCESSION NUMBER: 0001669517-23-000110
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
HOWE,LAURA,DIANE,
FILED AS OF DATE: 20230417
DATE AS OF CHANGE: 20230418
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: 23825465
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
0001669517-16-000087
N
LAURA
DIANE
HOWE
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
08-01-2021
200 SOUTH ORANGE AVENUE
7TH FLOOR SUITE 760
ORLANDO
FL
32801
01-2022
PFM FINANCIAL ADVISORS LLC
ORLANDO
FL
32801
Y
N
MANAGING DIRECTOR
01-2006
01-2023
PUBLIC FINANCIAL MANAGEMENT, INC.
ORLANDO
FL
32801
Y
N
MANAGING DIRECTOR
06-2005
06-2010
GENERAL DYNAMICS
ORLANDO
FL
32826
N
N
PROGRAM MANAGER
08-2004
06-2005
ABERCROMBIE & FITCH
ORLANDO
FL
32809
N
N
STORE MANAGER
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