0001669517-23-000094.txt : 20230417 0001669517-23-000094.hdr.sgml : 20230417 20230417064938 ACCESSION NUMBER: 0001669517-23-000094 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 CALLENDER,RICARDO,HAMETH, FILED AS OF DATE: 20230414 DATE AS OF CHANGE: 20230417 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: 23822780 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 0001669517-16-000032 N RICARDO HAMETH CALLENDER N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 01-15-2016 530 OAK COURT DRIVE SUITE 160 MEMPHIS TN 38117 PALACIO HAMETH RICARDO 01-2022 PFM FINANCIAL ADVISORS LLC MEMPHIS TN 38117 Y N DIRECTOR 07-2013 01-2022 PUBLIC FINANCIAL MANAGEMENT INC MEMPHIS TN 38117 Y N SENIOR MANAGEMENT CONSULTANT 05-2010 05-2013 MEMPHIS SYMPHONY ORCHESTRA MEMPHIS TN 38117 N N GRANTS & ACCOUNTABILITY SPECIALIST 05-2009 04-2010 TOWER LOAN HOLLY SPRINGS MS 38635 N N MANAGER TRAINEE 08-2005 05-2009 FULL-TIME STUDENT CLEVELAND MS 38732 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 04-14-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER