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Pfm Financial Advisors LLC

Active Philadelphia, PA

Pfm Financial Advisors LLC Overview

Pfm Financial Advisors LLC filed as a Foreign Limited Liability in the State of Florida on Tuesday, June 21, 2016 and is approximately ten years old, according to public records filed with Florida Department of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Name
Daniel Hartman 6 ~ Background Report ~	CEO Director Member
Joanne Carter 1 ~ Background Report ~	President
John H. Bonow 9 ~ Background Report ~	Member Manager Director President and CEO
Cheryl Maddox 5 ~ Background Report ~	Secretary Manager
Steve Boyle 10 ~ Background Report ~	NonMM Manager Member Governing Person Mmember
David C. Miller 2 ~ Background Report ~	Manager
Hartman Daniel 1 ~ Background Report ~	Manager Member
Lisa Daniel ~ Background Report ~	Manager
James W. Glover ~ Background Report ~	Manager
Sergio Masvidal ~ Background Report ~	Manager
Jeremy Niedfeldt ~ Background Report ~	Manager
D. B. Wilder ~ Background Report ~	Manager
William W. Case ~ Background Report ~	Manager
Jessica Camero Mitchell ~ Background Report ~	Member

Showing 8 records out of 14

Pfm Financial Advisors LLC has another company listed as an officer. It is not uncommon for one company to hold a position in another company.

Name	Status	Incorporated	Key People	Role
Pfm II, LLC	Active

Florida Department of State

Filing Type:	Foreign Limited Liability
Status:	Active
State:	Florida
State ID:	M16000004976
Date Filed:	Tuesday, June 21, 2016

California Secretary of State

Filing Type:	Foreign
Status:	Active
State:	California
Foreign State:	Delaware
State ID:	201617710003
Date Filed:	Tuesday, June 21, 2016
Registered Agent	Registered Agent Solutions, Inc.

Nevada Secretary of State

Filing Type:	Foreign Limited-Liability Company
Status:	Active
State:	Nevada
Foreign State:	Delaware
State ID:	E0330432016-2
Date Filed:	Monday, July 25, 2016

Texas Secretary of State

Filing Type:	Foreign Limited Liability Company (LLC)
Status:	Active In existence
State:	Texas
State ID:	802489180
Date Filed:	Tuesday, June 21, 2016

Corporate Notes

Source	Date	Type	Note
	6/21/2016	Application for Registration
	7/25/2016	Application for Foreign Registration
	7/25/2016	Miscellaneous
	9/23/2016	Initial List
	5/12/2017	Annual List
	12/31/2017	Public Information Report (PIR)
	12/31/2017	Public Information Report (PIR)
	5/3/2018	Annual List
	12/31/2020	Public Information Report (PIR)
	12/17/2021	Change of Name or Address by Registered Agent
	12/31/2021	Public Information Report (PIR)
	12/31/2022	Public Information Report (PIR)
	12/31/2023	Public Information Report (PIR)

Sources

Florida Department of State
Data last refreshed on Monday, April 6, 2026

Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

California Secretary of State
Data last refreshed on Monday, April 4, 2022

Nevada Secretary of State
Data last refreshed on Wednesday, May 8, 2019

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Pfm Financial Advisors LLC

Active Philadelphia, PA