# ISDANER CODY CHARLES

ISDANER CODY CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 9 filing roles across Form ADV (9).

## Filings (9)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [WASHINGTON GROWTH STRATEGIES LLC](https://search.stillhousedata.com/firm/171774) | PRINCIPAL/CCO | WASHINGTON, DC |
| — | Form ADV | [SUMMIT WEALTH GROUP LLC](https://search.stillhousedata.com/firm/282205) | MANAGING MEMBER/CCO | EXETER, NH |
| — | Form ADV | [LOVELL MINNICK PARTNERS LLC](https://search.stillhousedata.com/firm/156494) | CHIEF COMPLIANCE OFFICER, COUNSEL | RADNOR, PA |
| — | Form ADV | [KINLOCH CAPITAL, LLC](https://search.stillhousedata.com/firm/300735) | MEMBER, CCO | GLEN ALLEN, VA |
| — | Form ADV | [ARCA WEALTH, LLC](https://search.stillhousedata.com/firm/174765) | PRINCIPAL/CCO | PORTSMOUTH, NH |
| — | Form ADV | [WOLFF FINANCIAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/283239) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | KALAMAZOO, MI |
| — | Form ADV | [NOTE ADVISORS, LLC](https://search.stillhousedata.com/firm/171466) | PRINCIPAL/CCO | BUFFALO, NY |
| — | Form ADV | [KEENEY FINANCIAL GROUP INC.](https://search.stillhousedata.com/firm/281333) | PRINCIPAL/CCO | COLUMBIA, MD |
| — | Form ADV | [MILLSTONE WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/174410) | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | BOSTON, MA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.