0001810248-22-000015.txt : 20221031 0001810248-22-000015.hdr.sgml : 20221031 20221031082113 ACCESSION NUMBER: 0001810248-22-000015 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 PATEL,MUDRA,NMN, FILED AS OF DATE: 20221028 DATE AS OF CHANGE: 20221031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PFM CALIFORNIA ADVISORS LLC CENTRAL INDEX KEY: 0001810248 IRS NUMBER: 850540993 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05604 FILM NUMBER: 221343854 BUSINESS ADDRESS: STREET 1: 44 MONTGOMERY STREET STREET 2: 3RD FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-982-5544 MAIL ADDRESS: STREET 1: 44 MONTGOMERY STREET STREET 2: 3RD FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94104 MA-I/A 1 primary_doc.xml MA-I/A 0001810248 XXXXXXXX CHERYL D. MADDOX 215-567-6100 MADDOXC@PFM.COM N 0001810248-21-000001 N MUDRA NMN PATEL Y 2 0001810248 PFM CALIFORNIA ADVISORS LLC 01-01-2021 N 867-02535 LOCATED SUPERVISED 07-15-2021 44 MONTGOMERY STREET 3RD FLOOR SAN FRANCISCO CA 94104 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 07-15-2021 44 MONTGOMERY STREET 3RD FLOOR SAN FRANCISCO CA 94104 01-2016 PFM FINANCIAL ADVISORS LLC SAN FRANCISCO CA 94104 Y N SENIOR MANAGING CONSULTANT 06-2015 10-2015 UNEMPLOYED SUNNYVALE CA 94086 N N UNEMPLOYED 06-2014 06-2015 FULL TIME EDUCATION (SANTA CLARA UNIVERSITY) SUNNYVALE CA 94086 N N FULL-TIME STUDENT 03-2014 06-2014 UNEMPLOYED SUNNYVALE CA 94086 N N UNEMPLOYED 05-2010 01-2014 CRISIL - A STANDARD AND POOR'S COMPANY MUMBAI K7 400101 N N SENIOR CREDIT ANALYST 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 10-28-2022 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER