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Charles Everett Markwalter

Advocacy Wealth Management, LLC

Atlanta, GA

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Current Employers
Advocacy Wealth Management, Llc

3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-12-26
TX RA APPROVED 2024-09-09
  • GA RA
    APPROVED
    Since 2024-12-26
  • TX RA
    APPROVED
    Since 2024-09-09

Branch Locations

3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Montag & Caldwell, Llc Atlanta GA 09/2010 Present
Advocacy Wealth Management, Llc Atlanta GA 08/2024 Present
Previous Registrations
  • 1999-03-11 → 2025-09-24
    Montag & Caldwell, An Advocacy Wealth Company
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-12-28
  • S63 Uniform Securities Agent State Law Examination
    2005-12-28
Designations
Other Names
  • Charlie Markwalter

View on SEC IAPD

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