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