0001669517-23-000137.txt : 20231004 0001669517-23-000137.hdr.sgml : 20231004 20231004171853 ACCESSION NUMBER: 0001669517-23-000137 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: SCHMIDT,ERICA,DOROTHY, FILED AS OF DATE: 20231004 DATE AS OF CHANGE: 20231004 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: 231308945 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 ERICA DOROTHY SCHMIDT N 1 0001669517 PFM FINANCIAL ADVISORS LLC 10-24-2016 N 867-00482 LOCATED 10-24-2016 100 MARKET STREET HARRISBURG PA 17101 05-2018 PFM Financial Advisors LLC HARRISBURG PA 17101 Y N ANALYST 10-2016 05-2018 CRA DESIGNS HARRISBURG PA 17112 N N LEAD SUPERVISOR (ACTUAL TIME WAS 5/2015-3/2020 SYSTEM DOESN'T ALLOW FOR OVERLAPPING DATES) 08-2013 05-2018 JAY VENDING HERSHEY PA 17033 N N LEAD SUPERVISOR (ACTUAL TIME WAS 6/2011-6/2019 SYSTEM WON'T ALLOW FOR OVERLAPPING DATES) 08-2016 10-2016 DAUPHIN COUNTY COURTHOUSE HARRISBURG PA 17101 N N CHILD ABUSE AID 06-2016 08-2016 WIDENER SCHOOL OF LAW HARRISBURG PA 17112 N N STUDENT 01-2016 06-2016 RYDER YORK PA 17402 N N MANAGEMENT TRAINEE 05-2015 01-2016 CRA DESIGNS HARRISBURG PA 17112 N N LEAD SUPERVISOR (ACTUAL TIME 5/2015-3/2020 SYSTEM DOES NOT ALLOW OVERLAPPING DATES) 08-2013 05-2015 PENN STATE UNIVERSITY MIDDLETON PA 17057 N N STUDENT (ACTUAL TIME WAS 8/2012-5/2015 SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES) 06-2011 08-2013 JAY VENDING HERSHEY PA 17033 N N LEAD SUPERVISOR (ACTUAL TIME WAS 6/2011-6/2019 SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES) 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 10-04-2023 CHERYL MADDOX CHIEF LEGAL AND COMPLIANCE OFFICER