0001669517-23-000070.txt : 20230414
0001669517-23-000070.hdr.sgml : 20230414
20230414075122
ACCESSION NUMBER: 0001669517-23-000070
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
PHAM,TIFFANY,BICH-HAI,
FILED AS OF DATE: 20230413
DATE AS OF CHANGE: 20230414
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: 23819751
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
0001669517-22-000008
N
TIFFANY
BICH-HAI
PHAM
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
07-12-2021
N
867-02030
LOCATED
SUPERVISED
07-12-2021
4350 NORTH FAIRFAX DRIVE
SUITE 590
ARLINGTON
VA
22203
07-2021
PFM FINANCIAL ADVISORS LLC
ARLINGTON
VA
22203
Y
N
ANALYST
08-2020
05-2021
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLE
VA
22903
N
N
FULL-TIME STUDENT; ACTUAL DATES AUGUST 2017 - MAY 2021. EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES
06-2020
08-2020
AMAZON WEB SERVICES
ARLINGTON
VA
22203
N
N
LEAD DEVELOPMENT REPRESENTATIVE INTERN
08-2019
06-2020
UNIVERSITY OF VIRGINIA
LORTON
VA
22903
N
N
FULL-TIME STUDENT; ACTUAL DATES AUGUST 2017 - MAY 2021. EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES
06-2019
08-2019
AMERICAN ASSOCIATION OF RETIRED PERSONS (AARP)
WASHINGTON
DC
20004
N
N
ETHICS AND COMPLIANCE INTERN
08-2017
06-2019
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLE
VA
22903
N
N
FULL-TIME STUDENT; ACTUAL DATES AUGUST 2017 - MAY 2021. EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES
03-2017
08-2017
SWEET FROG
LORTON
VA
22079
N
N
CASHIER
09-2011
06-2017
FULL-TIME STUDENT
LORTON
VA
22079
N
N
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
04-13-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER