0001669517-24-000010.txt : 20240305 0001669517-24-000010.hdr.sgml : 20240305 20240305075551 ACCESSION NUMBER: 0001669517-24-000010 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: CHARBANOU,OMAR,NMN, FILED AS OF DATE: 20240304 DATE AS OF CHANGE: 20240305 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: 24718313 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 OMAR NMN CHARBANOU N 1 0001669517 PFM FINANCIAL ADVISORS LLC 06-26-2023 N 867-00482 LOCATED 06-26-2023 200 SOUTH ORANGE AVENUE ORLANDO FL 32801 06-2023 PFM FINANCIAL ADVISORS LLC ORLANDO FL 32801 Y N ANALYST 02-2018 05-2023 EINSTEIN ACADEMY COCOA FL 32926 N N VICE-PRINCIPAL 06-2015 02-2018 SELF-EMPLOYED COOCA BEACH FL 32931 N N EDUCATOR 01-2013 06-2015 SELF-EMPLOYED MELBOURNE FL 32901 N N TUTOR 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 03-04-2024 CHERYL MADDOX CHIEF LEGAL AND COMPLIANCE OFFICER