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