0001669517-23-000135.txt : 20230912 0001669517-23-000135.hdr.sgml : 20230912 20230912154140 ACCESSION NUMBER: 0001669517-23-000135 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: MCLENDON,BRANDY,LEE, FILED AS OF DATE: 20230911 DATE AS OF CHANGE: 20230912 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 SEC ACT: 1934 Act SEC FILE NUMBER: 868-05146 FILM NUMBER: 231249988 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 1 primary_doc.xml MA-I 0001669517 XXXXXXXX CHERYL MADDOX 215-557-1239 MADDOXC@PFM.COM N N BRANDY LEE MCLENDON N 1 0001669517 PFM FINANCIAL ADVISORS LLC 02-10-2009 N 867-00482 LOCATED 02-10-2009 100 MARKET STREET HARRISBURG PA 17101 BRANDY LEE OCHS 02-2009 PFM Financial Advisors LLC HARRISBURG PA 17101 Y N ANALYST 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 09-11-2023 CHERYL MADDOX CHIEF LEGAL AND COMPLIANCE OFFICER