Cavalier Candace appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Cavalier Candace appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CW ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | BOSTON, MA |
| — | Form ADV | CONGRESS WEALTH MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | BOSTON, MA |