0001669517-24-000024.txt : 20240620
0001669517-24-000024.hdr.sgml : 20240620
20240620092652
ACCESSION NUMBER: 0001669517-24-000024
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: HODGE,LINDSAY,MICHELLE,
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: 241054373
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
LINDSAY
MICHELLE
HODGE
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
08-07-2023
N
867-00482
LOCATED
08-07-2023
200 SOUTH ORANGE AVENUE
SUITE 760
ORLANDO
FL
32801
08-2023
PFM FINANCIAL ADVISORS LLC
ORLANDO
FL
32801
Y
N
ANALYST
08-2022
05-2023
UNIVERSITY OF TEXAS
AUSTIN
TX
78722
N
N
FULL-TIME MASTER'S STUDENT AND GRADUATE TEACHING ASSISTANT (ACUTAL DATES WERE 8/2020-5/2023 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES)
06-2022
08-2022
TEXAS DEPARTMENT OF TRANSPORTATION
AUSTIN
TX
78722
N
N
STATEWIDE PLANNING AND PROGRAMMING INTERN
08-2021
06-2022
UNIVERSITY OF TEXAS
AUSTIN
TX
78722
N
N
FULL-TIME MASTER'S STUDENT AND GRADUATE TEACHING ASSISTANT (ACTUAL DATES WERE 8/2020-5/2023 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES)
06-2021
08-2021
TEXAS EDUCATION AGENCY
AUSTIN
TX
78722
N
N
STRATEGY AND ANALYTICS INTERN
08-2020
06-2021
UNIVERSITY OF TEXAS
AUSTIN
TX
78722
N
N
FULL-TIME MASTER'S STUDENT AND GRADUATE TEACHING ASSISTANT (ACTUAL DATES WERE 8/2020-5/2023 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES)
08-2019
07-2020
UNIVERSITY OF SOUTH ALABAMA
MOBILE
AL
36608
N
N
ECONOMICS TUTOR
08-2016
08-2019
UNIVERSITY OF SOUTH ALABAMA
MOBILE
AL
36608
N
N
FULL-TIME STUDENT (ACTUAL DATES WERE 8/2016-7/2020 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES)
08-2015
08-2016
FULL-TIME EDUCATION
PELL CITY
AL
35128
N
N
FULL-TIME STUDENT
08-2013
08-2015
FULL-TIME EDUCATION
CLAYTON
NC
27520
N
N
SULL-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
06-18-2024
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER