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