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