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