0001669517-24-000011.txt : 20240308 0001669517-24-000011.hdr.sgml : 20240308 20240308070402 ACCESSION NUMBER: 0001669517-24-000011 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: DUNN,MIRANDA,MARIE, FILED AS OF DATE: 20240307 DATE AS OF CHANGE: 20240308 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: 24732313 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 MIRANDA MARIE DUNN N 1 0001669517 PFM FINANCIAL ADVISORS LLC 06-26-2023 N 867-00482 LOCATED 06-26-2023 200 SOUTH ORANGE AVENUE SUITE 760 ORLANDO FL 32801 06-2023 PFM FINANCIAL ADVISORS LLC ORLANDO FL 32801 Y N ANALYST 09-2021 06-2023 CHARLES SCHWAB MAITLAND FL 32801 N Y WORKFLOW OPERATIONS SPECIALIST 01-2021 09-2021 ORANGE COUNTY CLERK OF COURTS ORLANDO FL 32801 N N DEPUTY CLERK 07-2020 12-2020 ALIGHT SOLUTIONS ORLANDO FL 32826 N N CUSTOMER CARE REPRESENTATIVE 04-2020 06-2020 NOVA SOUTHEASTERN UNIVERSITY FORT LAUDERDALE FL 33328 N N ADMISSIONS SERVICES REPRESENTATIVE 10-2017 02-2020 CLIENT FOCUSED ADVISORS BOCA RATON FL 33431 Y Y CLIENT RELATIONSHIP MANAGER 08-2014 05-2018 FULL-TIME EDUCATION BOCA RATON FL 33431 N N STUDENT 08-2013 05-2014 FULL-TIME EDUCATION COCONUT CREEK FL 33073 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 03-07-2024 CHERYL MADDOX CHIEF LEGAL AND COMPLIANCE OFFICER