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