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