0001669517-24-000012.txt : 20240312 0001669517-24-000012.hdr.sgml : 20240312 20240312153754 ACCESSION NUMBER: 0001669517-24-000012 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: GORDON,GEORGE,RAEBURN, FILED AS OF DATE: 20240312 DATE AS OF CHANGE: 20240312 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: 24741825 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 GEORGE RAEBURN GORDON N 1 0001669517 PFM FINANCIAL ADVISORS LLC 02-05-2024 N 867-00482 LOCATED 02-05-2024 4350 NORTH FAIRFAX DRIVE SUITE 590 ARLINGTON VA 22203 02-2024 PFM FINANCIAL ADVISORS LLC ARLINGTON VA 22203 Y N SENIOR ANALYST 07-2023 01-2024 VIRGINIA RESOURCES AUTHORITY RICHMOND VA 23223 Y Y FINANCIAL SERVICES MANAGER 02-2023 08-2023 UNEMPLOYED MIDLOTHIAN VA 23113 N N UNEMPLOYED 08-2022 02-2023 BEAUFORT ROSEMARY GLEN ALLEN VA 23060 N N MANAGER OF FINANCIAL ANALYSIS 08-2020 08-2022 RIVERSTONE PROPERTIES RICHMOND VA 23223 N N SENIOR ASSOCIATE 01-2020 08-2020 MUNICAP COLUMBIA MD 21046 Y Y SENIOR ASSOCIATE 08-2016 01-2020 RAYMOND JAMES RICHMOND VA 23223 Y Y ASSOCIATE 06-2014 08-2016 VIRGINIA HOUSING DEVELOPMENT AUTHORITY RICHMOND VA 23220 Y Y ASSOCIATE 07-2013 06-2014 FULL-TIME EDUCATION WINSTON-SALEM NC 27109 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 03-12-2024 CHERYL MADDOX CHIEF LEGAL AND COMPLIANCE OFFICER