0001669517-23-000116.txt : 20230418
0001669517-23-000116.hdr.sgml : 20230418
20230418070139
ACCESSION NUMBER: 0001669517-23-000116
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
GONZALEZ,DAVID,NORBERTO,
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: 23825457
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
0001669517-18-000069
N
DAVID
NORBERTO
GONZALEZ
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
10-25-2018
N
867-02030
LOCATED
11-02-2018
SUPERVISED
09-27-2019
111 CONGRESS AVENUE
21ST FL
AUSTIN
TX
78701
10-2018
PFM FINANCIAL ADVISORS LLC
AUSTIN
TX
78230
Y
N
DIRECTOR
02-2007
10-2018
ESTRADA HINOJOSA & CO., INC.
SAN ANTONIO
TX
78205
Y
N
SENIOR VICE PRESIDENT
07-2005
01-2007
UNIVESITY OF TEXAS AT SAN ANTONIO
SAN ANTONIO
TX
78249
N
N
STUDENT
07-2003
07-2005
UNITED STATES NAVY
SAN DIEGO
CA
92136
N
N
BOATSWAIN'S MATE
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