0001669517-24-000023.txt : 20240620 0001669517-24-000023.hdr.sgml : 20240620 20240620092804 ACCESSION NUMBER: 0001669517-24-000023 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: MCDEVITT,CAITLYN,CHRISTINE, 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: 241054378 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 CAITLYN CHRISTINE MCDEVITT N 1 0001669517 PFM FINANCIAL ADVISORS LLC 08-21-2023 N 867-00482 LOCATED 08-21-2023 100 HIGH STREET 23RD FLOOR BOSTON MA 02110 08-2023 PFM FINANCIAL ADVISORS LLC BOSTON MA 02110 Y N ANALYST 08-2022 08-2023 UNIVERSITY OF VIRGINIA CHARLOTTESVILLE VA 22903 N N STUDENT AND ECONOMICS TUTOR 05-2022 08-2022 GOLDMAN SACHS SALT LAKE CITY UT 84111 N Y ASSET MANAGEMENT OPERATION INTERN 08-2021 05-2022 UNIVERSITY OF VIRGINIA CHARLOTTESVILLE VA 22903 N N STUDENT 05-2021 08-2021 SEDONA TAP HOUSE GLEN ALLEN VA 23059 N N SERVER 08-2020 05-2021 UNIVERSITY OF VIRGINIA CHARLOTTESVILLE VA 22903 N N STUDENT 03-2020 08-2020 GENETWORX GLEN ALLEN VA 23059 N N LAB TECHNICIAN 08-2019 03-2020 UNIVERSITY OF VIRGINIA CHARLOTTESVILLE VA 23059 N N STUDENT 09-2018 08-2019 VIRGINIA FORESTRY ASSOCIATION RICHMOND VA 23230 N N INTERN 09-2017 06-2018 FULL-TIME EDUCATION RICHMOND VA 23229 N N STUDENT 06-2017 09-2017 PUBLIX SUPER MARKET GLEN ALLEN VA 23059 N N CASHIER 08-2015 06-2017 FULL-TIME EDUCATION RICHMOND VA 23229 N N STUDENT 08-2013 08-2015 FULL-TIME EDUCATION GLEN ALLEN VA 23059 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