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