0001669517-24-000006.txt : 20240116
0001669517-24-000006.hdr.sgml : 20240116
20240116164837
ACCESSION NUMBER: 0001669517-24-000006
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: HOLLEY,CATHERINE,CLAIRE,
FILED AS OF DATE: 20240112
DATE AS OF CHANGE: 20240116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC
CENTRAL INDEX KEY: 0001669517
ORGANIZATION NAME:
IRS NUMBER: 811642787
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 24535726
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
1
primary_doc.xml
MA-I
0001669517
XXXXXXXX
CHERYL MADDOX
215-557-1239
MADDOXC@PFM.COM
N
N
CATHERINE
CLAIRE
HOLLEY
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
06-26-2023
N
867-00482
LOCATED
06-26-2023
111 CONGRESS
SUITE 2150
AUSTIN
TX
78701
06-2023
PFM FINANCIAL ADVISORS LLC
AUSTIN
TX
78701
Y
N
ANALYST
01-2023
05-2023
LBJ SCHOOL OF PUBLIC AFFAIRS
AUSTIN
TX
78712
N
N
GRADUATE RESEARCH ASSISTANT
08-2021
05-2023
LBJ SCHOOL OF PUBLIC AFFAIRS
AUSTIN
TX
78712
N
N
FULL-TIME GRADUATE STUDENT
08-2022
04-2023
SOCIOLOGY DEPARTMENT, UNIVERSITY OF TEXAS AT AUSTIN
AUSTIN
TX
78712
N
N
TEACHING ASSISTANT
06-2021
03-2023
BERKELEY2 ACADEMY
AUSTIN
TX
78750
N
N
ENGLISH LANGUAGE ARTS INSTRUCTOR AND COLLEGE COUNSELOR
08-2018
05-2021
UNIVERSITY OF TEXAS AT AUSTIN
AUSTIN
TX
78712
N
N
FULL-TIME STUDENT (ACTUAL DATES ARE 8/2017-5/2021 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES)
06-2018
08-2018
CAMP LONGHORN
BURNET
TX
78611
N
N
COUNSELOR
08-2017
06-2018
UNIVERSITY OF TEXAS AT AUSTIN
AUSTIN
TX
78712
N
N
FULL-TIME STUDENT (ACTUAL DATES ARE 8/2017-5/2021 EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES)
07-2017
08-2017
CAMP LONGHORN
BURNET
TX
78611
N
N
COUNSELOR
08-2012
05-2017
FULL-TIME EDUCATION
WACO
TX
76710
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
01-12-2024
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER