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