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