0001669517-22-000114.txt : 20230103
0001669517-22-000114.hdr.sgml : 20230103
20230103074751
ACCESSION NUMBER: 0001669517-22-000114
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
TREJO,JAIME,BELTRAN,
FILED AS OF DATE: 20221230
DATE AS OF CHANGE: 20230103
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: 23500216
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 D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
0001669517-16-000238
N
JAIME
BELTRAN
TREJO
N
2
0001669517
PFM FINANCIAL ADVISORS LLC
05-02-2016
N
867-02030
LOCATED
SUPERVISED
05-02-2016
50 CALIFORNIA
SUITE 2300
SAN FRANCISCO
CA
94111
0001810248
PFM CALIFORNIA ADVISORS LLC
06-21-2022
N
867-02535
LOCATED
SUPERVISED
06-21-2022
44 MONTGOMERY STREET
3RD FLOOR
SAN FRANCISCO
CA
94104
05-2016
PFM FINANCIAL ADVISORS LLC
SAN FRANCISCO
CA
94111
Y
N
SENIOR MANAGING CONSULTANT
12-2011
05-2016
STANDARD & POOR'S RATING SERVICES
SAN FRANCISCO
CA
94111
Y
N
ASSOCIATE DIRECTOR
07-2011
11-2011
SAN FRANCISCO MUNICIPAL TRANSPORTATION AUTHORITY
SAN FRANCISCO
CA
94103
N
N
ADMINISTRATIVE ANALYST
07-2007
06-2011
MISSION ECONOMIC DEVELOPMENT ASSOCIATION
SAN FRANCISCO
CA
94110
N
N
RESEARCH & POLICY ANALYST
05-2006
06-2007
HARVARD UNIVERSITY
CAMBRIDGE
MA
02138
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
12-30-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER