ISDANER CODY CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ISDANER CODY CHARLES appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WASHINGTON GROWTH STRATEGIES LLC | PRINCIPAL/CCO | WASHINGTON, DC |
| — | Form ADV | SUMMIT WEALTH GROUP LLC | MANAGING MEMBER/CCO | EXETER, NH |
| — | Form ADV | LOVELL MINNICK PARTNERS LLC | CHIEF COMPLIANCE OFFICER, COUNSEL | RADNOR, PA |
| — | Form ADV | KINLOCH CAPITAL, LLC | MEMBER, CCO | GLEN ALLEN, VA |
| — | Form ADV | ARCA WEALTH, LLC | PRINCIPAL/CCO | PORTSMOUTH, NH |
| — | Form ADV | WOLFF FINANCIAL MANAGEMENT LLC | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | KALAMAZOO, MI |
| — | Form ADV | NOTE ADVISORS, LLC | PRINCIPAL/CCO | BUFFALO, NY |
| — | Form ADV | KEENEY FINANCIAL GROUP INC. | PRINCIPAL/CCO | COLUMBIA, MD |
| — | Form ADV | MILLSTONE WEALTH PARTNERS, LLC | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | BOSTON, MA |