Charles Everett Markwalter appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Charles Everett Markwalter appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-18 | Form ADV | ADVOCACY WEALTH MANAGEMENT, LLC | CEO | ATLANTA, GA |
| 2025-03-25 | Form ADV | MONTAG & CALDWELL LLC | EXECUTIVE MANAGING PRINCIPAL AND CEO | ATLANTA, GA |