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