0001669517-24-000020.txt : 20240529
0001669517-24-000020.hdr.sgml : 20240529
20240529082522
ACCESSION NUMBER: 0001669517-24-000020
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: GRAY,HUNTER,KYLE,
FILED AS OF DATE: 20240528
DATE AS OF CHANGE: 20240529
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: 24994099
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 D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
N
HUNTER
KYLE
GRAY
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-16-2024
N
867-02030
LOCATED
SUPERVISED
01-16-2024
44 MONTGOMERY ST
3RD FLOOR
SAN FRANCISCO
CA
94104
01-2024
PFM FINANCIAL ADVISORS LLC
SAN FRANCISCO
CA
94104
Y
N
ANALYST
07-2022
01-2024
WELLS FARGO
CHARLOTTE
NC
28209
Y
Y
COMMERCIAL BANKING PORTFOLIO PROGRAM ANALYST
08-2018
06-2022
STUDENT AT UNC-CHAPEL HILL
CHAPEL HILL
NC
27514
N
N
UNDERGRADUATE STUDENT
01-2014
08-2018
FULL-TIME STUDENT
CARRBORO
NC
27516
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
05-28-2024
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER