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PFM FINANCIAL ADVISORS LLC - Florida Company Profile

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Company Details

Entity Name: PFM FINANCIAL ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 21 Jun 2016 (9 years ago)
Document Number: M16000004976
FEI/EIN Number 811642787

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 1735 Market Street, 42nd Floor, Philadelphia, PA, 19103, US
Mail Address: 1735 Market Street, 42nd Floor, Philadelphia, PA, 19103, US
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
Hartman Daniel Chief Executive Officer 1735 Market Street, Philadelphia, PA, 19103
Maddox Cheryl Secretary 1735 Market Street, Philadelphia, PA, 19103
Glover James W Manager 1735 Market Street, Philadelphia, PA, 19103
Masvidal Sergio Manager 1735 Market Street, Philadelphia, PA, 19103
Miller David Manager 1735 Market Street, Philadelphia, PA, 19103
REGISTERED AGENT SOLUTIONS, INC. Agent -
Carter JoAnne President 1735 Market Street, Philadelphia, PA, 19103

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-04-27 1735 Market Street, 42nd Floor, Philadelphia, PA 19103 -
CHANGE OF MAILING ADDRESS 2023-04-27 1735 Market Street, 42nd Floor, Philadelphia, PA 19103 -
REGISTERED AGENT ADDRESS CHANGED 2023-04-27 2894 REMINGTON GREEN LANE, SUITE A, TALLAHASSEE, FL 32308 -

Documents

Name Date
AMENDED ANNUAL REPORT 2024-12-11
ANNUAL REPORT 2024-04-16
AMENDED ANNUAL REPORT 2023-09-12
AMENDED ANNUAL REPORT 2023-09-11
ANNUAL REPORT 2023-04-27
ANNUAL REPORT 2022-04-27
ANNUAL REPORT 2021-04-30
ANNUAL REPORT 2020-04-14
AMENDED ANNUAL REPORT 2019-08-21
AMENDED ANNUAL REPORT 2019-02-21

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Date of last update: 02 Jun 2025

Sources: Florida Department of State