0001669517-23-000073.txt : 20230414
0001669517-23-000073.hdr.sgml : 20230414
20230414075058
ACCESSION NUMBER: 0001669517-23-000073
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
KARDISH,DANIEL,FRANCIS,
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: 23819748
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
0001669517-20-000028
N
DANIEL
FRANCIS
KARDISH
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
07-15-2019
N
867-02030
LOCATED
SUPERVISED
12-01-2021
111 CONGRESS AVENUE
21ST FLOOR
AUSTIN
TX
78701
DAN
FRANCIS
KARDISH
12-2021
PFM FINANCIAL ADVISORS LLC
PHILADELPHIA
PA
19103
Y
N
SENIOR ANALYST
07-2019
12-2021
PFM FINANCIAL ADVISORS LLC
PHILADELPHIA
PA
19103
Y
N
ANALYST
01-2019
04-2019
NORTHSIDE LEADERSHIP CONFERENCE
PITTSBURGH
PA
15213
N
N
REAL-ESTATE DEVELOPMENT INTERN
09-2018
04-2019
UNIVERSITY OF PITTSBURGH
PITTSBURGH
PA
15213
N
N
FULL-TIME STUDENT; ACTUAL DATES AUGUST 2015 - APRIL 2019; EDGAR SYSTEM WILL NOT ALLOW FOR OVERLAPPING DATES
05-2018
09-2018
UNIVERSITY OF PITTSBURGH
PITTSBURGH
PA
15213
N
N
BRACKENRIDGE RESEARCH FELLOW
01-2017
04-2018
FLAGSHIP BUSINESS PLANS & CONSULTING
PITTSBURGH
PA
19342
N
N
CLIENT SERVICE SPECIALIST
08-2015
06-2017
UNIVERSITY OF PITTSBURGH
PITTSBURGH
PA
15213
N
N
FULL-TIME STUDENT; ACTUAL DATES AUGUST 2015 - APRIL 2019; EDGAR SYSTEM WILL NOT ALLOW FOR OVERLAPPING DATES
09-2009
08-2015
FULL-TIME EDUCATION
WEST CHESTER
PA
19380
N
N
FULL-TIME 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