| Name: | PFM FINANCIAL ADVISORS LLC |
| Legal type: | Foreign Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 31 Aug 2016 (9 years ago) |
| Authority Date: | 31 Aug 2016 (9 years ago) |
| Last Annual Report: | 25 Jun 2024 (10 months ago) |
| Organization Number: | 0961622 |
| Industry: | Miscellaneous Services |
| Number of Employees: | Small (0-19) |
| Principal Office: | 1735 MARKET STREET, 42ND FLOOR, PHILADELPHIA, PA 19103 |
| Place of Formation: | DELAWARE |
| Name | Role |
|---|---|
| JoAnne Carter | Manager |
| Daniel Hartman | Manager |
| Cheryl Maddox | Manager |
| Name | Role |
|---|---|
| REGISTERED AGENT SOLUTIONS, INC. | Registered Agent |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-25 |
| Annual Report | 2023-06-22 |
| Principal Office Address Change | 2023-06-22 |
| Annual Report | 2022-05-25 |
| Annual Report | 2021-06-09 |
| Annual Report | 2020-06-01 |
| Annual Report | 2019-03-08 |
| Annual Report | 2018-04-12 |
| Annual Report | 2017-01-12 |
| Certificate of Authority (LLC) | 2016-08-31 |
| Branch | Date of Service | Fiscal Year | Cabinet | Department | Classification | Item Name | Amount |
|---|---|---|---|---|---|---|---|
| Executive | 2025-02-27 | 2025 | Transportation Cabinet | Department Of Highways | Misc Commodities & Other Exp | Banking Servs & Related Fees | 10385 |
| Executive | 2025-02-12 | 2025 | Transportation Cabinet | Department Of Highways | Misc Commodities & Other Exp | Banking Servs & Related Fees | 13795 |
| Executive | 2024-09-16 | 2025 | Transportation Cabinet | Department Of Highways | Misc Commodities & Other Exp | Banking Servs & Related Fees | 40377.5 |
| Executive | 2023-09-11 | 2024 | Transportation Cabinet | Department Of Highways | Misc Commodities & Other Exp | Banking Servs & Related Fees | 11160 |
| Executive | 2023-08-24 | 2024 | Transportation Cabinet | Department Of Highways | Misc Commodities & Other Exp | Banking Servs & Related Fees | 17127.5 |
| Executive | 2023-08-07 | 2024 | Transportation Cabinet | Department Of Highways | Misc Commodities & Other Exp | Banking Servs & Related Fees | 14260 |
| Executive | 2023-08-04 | 2024 | Transportation Cabinet | Department Of Highways | Misc Commodities & Other Exp | Banking Servs & Related Fees | 32162.5 |
Sources: Kentucky Secretary of State
