| Entity Name: | PFM FINANCIAL ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 21 Jul 2016 |
| Business ALEI: | 1212525 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 525990 - Other Financial Vehicles |
| Business address: | 1735 MARKET STREET 42ND FLOOR, PHILADELPHIA, PA, 19103, United States |
| Mailing address: | 1735 MARKET STREET 42ND FLOOR, PHILADELPHIA, PA, United States, 19103 |
| Mailing jurisdiction address: | 838 Walker Rd, STE 21-2, Dover, DE, 19904-2751, United States |
| Place of Formation: | DELAWARE |
| E-Mail: | ARS@RASI.COM |
| Name | Role |
|---|---|
| REGISTERED AGENT SOLUTIONS, INC. | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| CHERYL MADDOX | Officer | 1735 MARKET STREET, 43RD FLOOR, PHILADELPHIA, PA, 19103, United States | 1735 MARKET STREET 42ND FLOOR, PHILADELPHIA, PA, 19103, United States |
| DANIEL HARTMAN | Officer | 1735 MARKET STREET, 43RD FLOOR, PHILADELPHIA, PA, 19103, United States | 1735 MARKET STREET 42ND FLOOR, PHILADELPHIA, PA, 19103, United States |
| JoAnne Carter | Officer | 1735 MARKET STREET 42ND FLOOR, PHILADELPHIA, PA, 19103, United States | 20 Hudson Lane, Essex, CT, 06426, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012258632 | 2024-03-11 | No data | Annual Report | Annual Report | No data |
| BF-0011464131 | 2023-03-03 | No data | Annual Report | Annual Report | No data |
| BF-0010200212 | 2022-03-29 | No data | Annual Report | Annual Report | 2022 |
| 0007202139 | 2021-03-03 | No data | Annual Report | Annual Report | 2021 |
| 0006855923 | 2020-03-30 | No data | Annual Report | Annual Report | 2020 |
| 0006317571 | 2019-01-11 | No data | Annual Report | Annual Report | 2019 |
| 0006234111 | 2018-08-13 | 2018-08-13 | Change of Agent Address | Agent Address Change | No data |
| 0006122962 | 2018-03-14 | No data | Annual Report | Annual Report | 2018 |
| 0005885370 | 2017-07-11 | No data | Annual Report | Annual Report | 2017 |
| 0005612169 | 2016-07-21 | 2016-07-21 | Business Registration | Certificate of Registration | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
