0001669517-23-000004.txt : 20230125 0001669517-23-000004.hdr.sgml : 20230125 20230125083710 ACCESSION NUMBER: 0001669517-23-000004 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 BORGSTROM,RYAN,EDWARD, FILED AS OF DATE: 20230124 DATE AS OF CHANGE: 20230125 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: 23549915 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 CHERYL D. MADDOX 215-567-6100 MADDOXC@PFM.COM N N RYAN EDWARD BORGSTROM N 1 0001669517 PFM FINANCIAL ADVISORS LLC 09-20-2021 N 867-02030 LOCATED SUPERVISED 09-20-2021 190 S. LASALLE ST CHICAGO IL 60603 09-2021 PFM FINANCIAL ADVISORS LLC CHICAGO IL 60603 Y N ANALYST 05-2020 09-2021 TARGET CORPORATION ST. CHARLES IL 60174 N N TEAM MEMBER; ACTUAL DATES AUGUST 2015 THROUGHT SEPTEMBER 2021; EDGAR SYSTEM WILL NOW ALLOW FOR OVERLAPPING DATES 10-2017 05-2020 UMN DING SERVICES MINNEAPOLIS MN 55455 N N STUDENT MANAGER 08-2015 10-2017 TARGET CORPORATION ST. CHARLES IL 60174 N N TEAM MEMBER; ACTUAL DATES AUGUST 2015 THROUGH SEPTEMBER 2021; EDGAR SYSTEM WILL NOW ALLOW FOR OVERLAPPING DATES 01-2012 08-2015 FULL-TIME EDUCATION ST. CHARLES IL 60174 N N FULL-TIME 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 01-24-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER