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