0001669517-24-000003.txt : 20240111 0001669517-24-000003.hdr.sgml : 20240111 20240111122052 ACCESSION NUMBER: 0001669517-24-000003 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: OBLITES,REBECCA,LOUISE, FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240111 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC CENTRAL INDEX KEY: 0001669517 ORGANIZATION NAME: 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: 24528639 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 REBECCA LOUISE OBLITES N 1 0001669517 PFM FINANCIAL ADVISORS LLC 07-07-2023 N 867-00482 LOCATED 07-07-2023 111 CONGRESS AVE AUSTIN TX 78701 07-2023 PFM FINANCIAL ADVISORS LLC AUSTIN TX 78701 Y N ANALYST 08-2022 05-2023 FORDHAM UNIVERSITY BRONX NY 10458 N N STUDENT (ACTUAL DATES ARE 8/2019-5/2023 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES) 07-2021 08-2022 ROLLING HILLS SWIM CLUB NOVATO CA 94945 N N SWIM INSTRUCTOR/LIFEGUARD (ACTUAL DATES ARE 3/2016-8/2022 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES) 05-2021 07-2021 AYAWASKA HILLTOP NOVATO CA 94945 N N HOSTESS 03-2016 07-2021 ROLLING HILLS SWIM CLUB NOVATO CA 94949 N N SWIM INSTRUCTOR/LIFEGUARD (ACTUAL DATES ARE 3/2016-8/2022 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES) 01-2020 05-2021 FORDHAM UNIVERSITY BRONX NY 10458 N N STUDENT (ACTUAL DATES ARE 8/2019-5/2023 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES) 01-2020 05-2021 FORDHAM UNIVERSITY BRONX NY 10458 N N STUDENT (ACTUAL DATES ARE 8/2019-5/2023 EDGAR STYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES) 08-2019 01-2020 FORDHAM UNIVERSITY BRONX NY 10458 N N STUDENT (ACTUAL DATES ARE 8/2019-5/2023 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES) 12-2018 01-2020 LARKSPUR MELTING POT LARKSPUR CA 94939 N N HOSTESS 08-2015 06-2019 FULL-TIME EDUCATION NOVATO CA 94945 N N STUDENT 01-2013 06-2015 FULL-TIME EDUCATION NOVATO CA 94947 N N STUDENT 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 01-05-2024 CHERYL MADDOX CHIEF LEGAL AND COMPLIANCE OFFICER