0001669517-23-000007.txt : 20230127
0001669517-23-000007.hdr.sgml : 20230127
20230127150916
ACCESSION NUMBER: 0001669517-23-000007
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
GUILMINO,BRAD,DANIEL,
FILED AS OF DATE: 20230127
DATE AS OF CHANGE: 20230127
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: 23562322
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 MADDOX
215-557-1239
MADDOXC@PFM.COM
N
N
BRAD
DANIEL
GUILMINO
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
08-22-2022
N
867-00482
LOCATED
09-22-2022
400 LAFAYETTE STREET
SUITE 304
NEW ORLEANS
LA
70130
09-2022
PFM FINANCIAL ADVISORS LLC
NEW ORLEANS
LA
70130
Y
N
DIRECTOR
04-2010
09-2022
HNTB CORPORATION
NEW ORLEANS
LA
70122
N
N
NATIONAL PRACTICE CONSULTANT
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
01-20-2023
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER