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