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