0001669517-23-000055.txt : 20230405
0001669517-23-000055.hdr.sgml : 20230405
20230405071445
ACCESSION NUMBER: 0001669517-23-000055
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MCDONALD-BLANCHETT,KARI,LYNN,
FILED AS OF DATE: 20230404
DATE AS OF CHANGE: 20230405
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: 23801163
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
0001669517-20-000043
N
KARI
LYNN
MCDONALD-BLANCHETT
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
05-31-2016
555 BRIARWOOD CIRCLE
SUITE 333
ANN ARBOR
MI
48108
KARI
LYNN
BLANCHETT
01-2022
PFM FINANCIAL ADVISORS LLC
ANN ARBOR
MI
48108
Y
N
MANAGING DIRECTOR
04-2003
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC.
ANN ARBOR
MI
48108
Y
N
MANAGING DIRECTOR
Y
10-2018
Michigan Government Finance Officers Association
4020 Cooper View
Suite 130
Traverse City
MI
49684
N
N
Michigan Finance Officer's Associate Membership and Mentoring Committee
Vice Chairperson
1
Mentoring
09-2005
Michigan Government Finance Officers Association
4020 Cooper View
Suite 130
Traverse City
MI
49684
N
N
Legislative Committee
MGFOA Legislative Committee member
1
Receive legislative changes impacting municipal clients. Informed from municipal organization of proposed changes that impact clients. Review legislation that directly impact clients.
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
04-04-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER