0001669517-24-000022.txt : 20240620
0001669517-24-000022.hdr.sgml : 20240620
20240620094034
ACCESSION NUMBER: 0001669517-24-000022
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: SRIVASTAVA,AJAY,GAUTAM,
FILED AS OF DATE: 20240618
DATE AS OF CHANGE: 20240620
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: 241054433
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
AJAY
GAUTAM
SRIVASTAVA
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-16-2024
N
867-00482
LOCATED
01-16-2024
107 SPRING ST
SEATTLE
WA
98104
01-2024
PFM FINANCIAL ADVISORS LLC
SEATTLE
WA
98104
Y
N
ANALYST
09-2023
01-2024
UNEMPLOYED
REDMOND
WA
98053
N
N
UNEMPLOYED
05-2023
09-2023
UNEMPLOYED
ATHENS
GA
30606
N
N
UNEMPLOYED
04-2023
05-2023
GEORGETOWN UNIVERSITY
WASHINGTON
DC
20057
N
N
RESIDENTIAL ASSISTANT (ACTUAL DATES WERE 8/2021-5/2023 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES)
02-2023
04-2023
PAPA POULE LLC
WASHINGTON
DC
20057
N
N
FOOD RUNNER
08-2021
02-2023
GEORGETOWN UNIVERSITY
WASHINGTON
DC
20057
N
N
RESIDENTIAL ASSISTANT (ACTUAL DATES WERE 8/2021-5/2023 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES)
06-2021
08-2021
STUDENTS OF GEORGETOWN, INC
WASHINGTON
DC
20057
N
N
VICE PRESIDENT OF IT (ACTUAL DATES WERE 6/2021-5/2023 EDGAR SYSTEM DOESN'T ALLOW FOR OVERLAPPING DATES)
06-2019
06-2021
FULL-TIME EDUCATION
WASHINGTON
DC
20057
N
N
STUDENT (ACTUAL DATES WERE 8/2019-5/2023 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES)
09-2010
06-2019
FULL-TIME EDUCATION
REDMOND
WA
98053
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
06-18-2024
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER