Charles Marks of Annapolis, MD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Charles Marks appears on 2 filing roles across Form ADV (1), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-10-06 | Form ADV | MARKS WEALTH MANAGEMENT | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | ELLICOTT CITY, MD |
| 2026-02-02 | Form 13F | Marks Wealth, LLC | CEO/Managing Director/CCO | ELLICOTT CITY, MD |