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