0001810248-22-000016.txt : 20221031
0001810248-22-000016.hdr.sgml : 20221031
20221031082106
ACCESSION NUMBER: 0001810248-22-000016
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
TREJO,JAIME,BELTRAN,
FILED AS OF DATE: 20221028
DATE AS OF CHANGE: 20221031
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PFM CALIFORNIA ADVISORS LLC
CENTRAL INDEX KEY: 0001810248
IRS NUMBER: 850540993
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05604
FILM NUMBER: 221343853
BUSINESS ADDRESS:
STREET 1: 44 MONTGOMERY STREET
STREET 2: 3RD FLOOR
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
BUSINESS PHONE: 415-982-5544
MAIL ADDRESS:
STREET 1: 44 MONTGOMERY STREET
STREET 2: 3RD FLOOR
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
MA-I/A
1
primary_doc.xml
MA-I/A
0001810248
XXXXXXXX
CHERYL D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
0001810248-22-000005
N
JAIME
BELTRAN
TREJO
N
2
0001669517
PFM FINANCIAL ADVISORS LLC
06-01-2016
N
867-02030
LOCATED
SUPERVISED
01-01-2021
44 MONTGOMERY STREET
SAN FRANCISCO
CA
94104
0001810248
PFM CALIFORNIA ADVISORS LLC
06-21-2022
N
867-02535
LOCATED
SUPERVISED
06-21-2022
44 MONTGOMERY STREET
SAN FRANCISCO
CA
94104
05-2016
PFM FINANCIAL ADVISORS LLC
SAN FRANCISCO
CA
94111
Y
N
SENIOR MANAGING CONSULTANT
12-2011
04-2016
STANDRD & POOR'S RATING SERVICES
SAN FRANCISCO
CA
94111
Y
N
ASSOCIATE DIRECTOR
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
10-28-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER