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