0001669517-23-000130.txt : 20230814
0001669517-23-000130.hdr.sgml : 20230814
20230814092206
ACCESSION NUMBER: 0001669517-23-000130
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: PUGH,BETHANY,LYNNE,
FILED AS OF DATE: 20230811
DATE AS OF CHANGE: 20230814
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: 231166754
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
0001669517-23-000029
N
BETHANY
LYNNE
PUGH
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
07-01-2023
1422 EUCLID AVENUE
SUITE 400-6
CLEVELAND
OH
44115
01-2022
PFM FINANCIAL ADVISORS LLC
CLEVELAND
OH
44115
Y
N
MANAGING DIRECTOR
07-1998
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC.
CLEVELAND
OH
44130
Y
N
MANAGING DIRECTOR
Y
02-2017
Notre Dame College
4545 College Road
South Euclid
OH
44121
N
N
Board membership for Private College
Board Member
5
Attend Board Meetings
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
08-11-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER