0001669517-22-000076.txt : 20220818
0001669517-22-000076.hdr.sgml : 20220818
20220818172807
ACCESSION NUMBER: 0001669517-22-000076
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
NAPPI,CAILIN,QUINN VOGEL,
FILED AS OF DATE: 20220818
DATE AS OF CHANGE: 20220818
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 221178220
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/A
1
primary_doc.xml
MA-I/A
0001669517
XXXXXXXX
CHERYL MADDOX
215-557-1239
MADDOXC@PFM.COM
N
0001669517-19-000003
N
CAILIN
QUINN VOGEL
NAPPI
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
07-16-2018
N
867-02030
LOCATED
SUPERVISED
07-16-2018
1735 MARKET STREET
42ND FLOOR
PHILADELPHIA
PA
19103-2700
07-2018
PFM FINANCIAL ADVISORS LLC
PHILADELPHIA
PA
19103
Y
N
SENIOR ANALYST
05-2016
05-2018
OFFICE OF STUDENT AND POST-GRADUATE DEVELOPMENT AT FRANKLIN & MARSHALL COLLEGE
LANCASTER
PA
17601
N
N
TEAM LEADER
08-2014
05-2018
FULL TIME COLLEGE STUDENT
LANCASTER
PA
17603
N
N
STUDENT
07-2014
08-2014
BARNES AND NOBLE
LANCASTER
PA
17603
N
N
CASHIER
06-2008
06-2014
STUDENT
LANCASTER
PA
17601
N
N
STUDENT
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
08-18-2022
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER