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