0001669517-24-000017.txt : 20240501
0001669517-24-000017.hdr.sgml : 20240501
20240501092046
ACCESSION NUMBER: 0001669517-24-000017
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: WANG,JONATHAN,LONG CHUAN,
FILED AS OF DATE: 20240430
DATE AS OF CHANGE: 20240501
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: 24900500
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
JONATHAN
LONG CHUAN
WANG
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
07-07-2023
N
867-00482
LOCATED
07-07-2023
1150 S. OLIVE ST.
10TH FLOOR
LOS ANGELES
CA
90015
08-2023
PFM FINANCIAL ADVISORS LLC
LOS ANGELES
CA
90015
Y
N
ANALYST
05-2023
08-2023
ROBERT HALF
CARLSBAD
CA
92010
N
N
FINANCE AND ACCOUNTING ASSOCIATE
07-2022
05-2023
UNEMPLOYED
CARLSBAD
CA
92010
N
N
UNEMPLOYED
08-2021
07-2022
BLUE BRIDGE FINANCIAL
RESTON
VA
20190
N
N
ASSOCIATE
09-2019
06-2021
CALIFORNIA STATE UNIVERSITY AT LONG BEACH
LONG BEACH
CA
90840
N
N
UNDERGRADUATE STUDENT
07-2019
09-2019
SORRENTO THERAPEUTICS
SAN DIEGO
CA
92121
N
N
BUSINESS DEVELOPMENT INTERN
01-2017
07-2019
FREELANCE PERSONAL STYLIST
SAN GABRIEL
CA
91776
N
N
PERSONAL STYLIST
06-2016
01-2017
SUITSUPPLY
LOS ANGELES
CA
90048
N
N
SALES LEAD/STYLIST
12-2014
05-2016
APPLE, INC.
SAN LUIS OBISPO
CA
93401
N
N
SPECIALIST
09-2012
09-2014
CALIFORNIA POLYTECHNIC STATE UNIVERSITY
SAN LUIS OBISPO
CA
93401
N
N
FULL-TIME 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
04-30-2024
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER