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