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