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