0001669517-16-000235.txt : 20161117 0001669517-16-000235.hdr.sgml : 20161117 20161117171644 ACCESSION NUMBER: 0001669517-16-000235 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20161117 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: 162005739 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 LEO KARWEJNA 717-232-2723 KARWEJNAL@PFM.COM N N ANGELA MARCELLA PORTER Y 2 0001617993 Public Financial Management, Inc. 03-23-2012 N 867-00482 LOCATED SUPERVISED 03-23-2012 116 JEFFERSON STREET SOUTH SUITE 301 HUNTSVILLE AL 35801 0001669517 PFM FINANCIAL ADVISORS LLC 03-23-2012 N 867-02030 LOCATED SUPERVISED 03-23-2012 116 JEFFERSON STREET SOUTH SUITE 301 HUNTSVILLE AL 35801 ANGELA MARCELLA VANCE 03-2012 PUBLIC FINANCIAL MANAGEMENT, INC. HUNTSVILLE AL 35801 Y N SENIOR MANAGING CONSULTANT 05-2000 03-2012 PUBLIC FA, INC. HUNTSVILLE AL 35801 Y N SENIOR VICE PRESIDENT Y 01-2014 SOFT BOTTOMS DIAPER SERVICE, LLC 13610 BOCA CIRCLE HUNTSVILLE AL 35803 N N CLOTH DIAPER SERVICE PARTNER 2 ASSISTING MANAGING PARTNER WITH OPERATIONS 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 08-01-2016 LEO KARWEJNA CHIEF COMPLIANCE OFFICER