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