This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ADVOCACY WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 11, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63

First exam

Dec 28, 2005

First registration

Mar 11, 1999

Dual registered

no

Other names

CHARLIE MARKWALTER

IAPD individual key

4548571

• Occurred

  Sep 24, 2025
  Advisor changed firm

  Charles Everett Markwalter left Montag & Caldwell, An Advocacy Wealth Company for Advocacy Wealth Management, Llc (registered 2024-09-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:36577fad-2ea3-a709-d785-e1b57cad1ab8

First observed

Mar 11, 1999

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.