PHILLIPS COURTLAND GREENE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PHILLIPS COURTLAND GREENE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ADVOCACY WEALTH MANAGEMENT, LLC | MANAGING MEMBER | ATLANTA, GA |
| — | Form ADV | MONTAG & CALDWELL LLC | MANAGING MEMBER | ATLANTA, GA |