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