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