Form MA-I/A PFM FINANCIAL ADVISORS

  
    MA-I/A
    
      
        0001669517
        XXXXXXXX
      
      
        CHERYL D. MADDOX
        215-567-6100
      
      [email protected]
    
  
  
    N
    N
    
      KEVIN
      WILLIAM
      DOWLING
    
    N
    1
    
      
        
          
            0001669517
          
          PFM FINANCIAL ADVISORS LLC
          05-16-2018
          N
        
        
          
            867-02030
          
        
        
          
            LOCATED
            SUPERVISED
            05-01-2021
            
              
                7251 ENGLE ROAD
                SUITE 115
                CLEVELAND
                OH
                44130
              
            
          
        
      
    
    
    
      
        05-2018
        PFM FINANCIAL ADVISOR SLLC
        
          MINNEAPOLIS
          
            MN
          
          55405
        
        N
        N
        ANALYST
      
      
        
          02-2018
          05-2018
          WELLS FARGO HOME MORTGAGE
          
            MINNEAPOLIS
            
              MN
            
            68132
          
          N
          N
          COMPLIANCE ANALYST
        
        
          07-2017
          12-2017
          NORTHWESTERN MUTUAL - HARRISON FINANCIAL SERVICES
          
            OMAHA
            
              NE
            
            68132
          
          N
          Y
          INVESTMENT ANALYST - INTERN
        
        
          01-2017
          12-2017
          CREIGHTON UNIVERSITY
          
            OMAHA
            
              NE
            
            68178
          
          N
          N
          BUILDING SUPPORT TEAM -- ACTUAL DATES JANUARY 2017 - MAY 2017; EDGAR WILL NOT ALLOW FOR OVERLAPPING EMPLOYMENT DATES.
        
        
          06-2016
          12-2017
          GAZELLA WIFI
          
            OMAHA
            
              NE
            
            68132
          
          N
          N
          BUSINESS DEVELOPMENT INTERN -- ACTUAL DATES JUNE 2016 - AUGUST 2016; EDGAR WILL NOT ALLOW FOR OVERLAPPING EMPLOYMENT DATES.
        
        
          09-2015
          12-2017
          THE FINANCIAL HOPE COLLABORATIVE
          
            OMAHA
            
              NE
            
            68178
          
          N
          N
          ACCOUNTING INTERN -- ACTUAL DATES SEPTEMBER 2015 - MAY 2016; EDGAR WILL NOT ALLOW FOR OVERLAPPING EMPLOYMENT DATES.
        
        
          09-2014
          12-2017
          CHEIGHTON UNIVERSITY (FULL TIME EDUCATION)
          
            OMAHA
            
              NE
            
            68178
          
          N
          N
          STUDENT
        
        
          01-2009
          08-2014
          FULL TIME EDUCATION / UNEMPLOYED / CASH JOBS (MOWING LAWNS)
          
            SAINT LOUIS
            
              MO
            
            63109
          
          N
          N
          STUDENT / UNEMPLOYED / MOWED LAWNS
        
      
    
    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
      
    
    
      
        01-24-2022
        CHERYL D. MADDOX
        CHIEF COMPLIANCE OFFICER
      
    
  

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