0001669517-23-000081.txt : 20230414
0001669517-23-000081.hdr.sgml : 20230414
20230414131555
ACCESSION NUMBER: 0001669517-23-000081
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
CARLSON,SCOTT,RYAN,
FILED AS OF DATE: 20230414
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: 23820506
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
0001669517-16-000034
N
SCOTT
RYAN
CARLSON
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
12-02-2018
190 SOUTH LASALLE
SUITE 2000
CHICAGO
IL
60603
01-2022
PFM FINANCIAL ADVISORS LLC
CHICAGO
IL
60603
Y
N
SENIOR MANAGING CONSULTANT
03-2015
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC;
CHICAGO
IL
60601
Y
N
SENIOR ANALYST
07-2004
03-2015
CHAPMAN AND CUTLER LLP
CHICAGO
IL
60603
N
N
SENIOR FINANCIAL ANALYST
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
04-14-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICE