0001669517-16-000113.txt : 20160602 0001669517-16-000113.hdr.sgml : 20160602 20160602095609 ACCESSION NUMBER: 0001669517-16-000113 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20160601 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC CENTRAL INDEX KEY: 0001669517 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: 161691392 BUSINESS ADDRESS: STREET 1: TWO LOGAN SQUARE, SUITE 1600 STREET 2: 18TH AND ARCH STREETS CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 BUSINESS PHONE: 215-567-6100 MAIL ADDRESS: STREET 1: TWO LOGAN SQUARE, SUITE 1600 STREET 2: 18TH AND ARCH STREETS CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 MA-I 1 primary_doc.xml MA-I 0001669517 XXXXXXXX LEO KARWEJNA 717-232-2723 KARWEJNAL@PFM.COM N N CHRISTOPHER JAMES LOVER Y 2 0001617993 Public Financial Management, Inc. 09-01-2010 N 867-00482 LOCATED SUPERVISED 09-01-2010 11325 N COMMUNITY HOUSE RD THE IRBY BUILDING CHARLOTTE NC 28277 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 01-15-2016 111325 N COMMUNITY HOUSE RD THE IRBY BUILDING CHARLOTTE NC 28277 09-2010 PUBLIC FINANCIAL MANAGEMENT, INC. CHARLOTTE NC 28277 Y N DIRECTOR 05-1990 08-2010 US ARMY WASHINGTON DC 22041 N N US ARMY OFFICER AND BUDGET ANALYST Y 06-2003 JEN LOVER CREATIVE 2427 WESTFIELD RD CHARLOTTE NC 28207 N N WIFE'S HOME BUSINESS - GRAPHIC DESIGN AND CREATIVE DIRECTOR PARTNER/CFO/WIFE'S BUSINESS 3 GENERALLY ASSIST MY WIFE WITH HER HOME-BASED BUSINESS. PAY INVOICES AND PROVIDE FINANCIAL INFORMAITON TO TAX PREPARER (H&R BLOCK). ASSIST AT EVENTS WHEN REQUIRED AND DEMANDED 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 05-31-2016 LEO KARWEJNA CHIEF COMPLIANCE OFFICER