DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Joshua Ben Voisine
Certified Financial Planner
Feed of 09/14/2026
Also filed as Josh Voisine
At current firm
1 y
since Apr 20, 2025
In the industry
19 y
since Aug 23, 2007 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cpc Advisors, LLC independent RIA currentsince Apr 20, 2025 · Dalton, Ga
- Curi Capital, LLC independent RIAFeb 2, 2024 to Apr 25, 2024 · Chicago, Il
- Curi Capital formerAug 23, 2021 to Feb 6, 2024 · Lawrenceville, Ga
- First Citizens Asset Management, Inc BD affiliatedOct 30, 2013 to Dec 4, 2014 · Raleigh, Nc
- Pnc Wealth Management BD affiliatedMay 8, 2012 to Sep 27, 2013 · Pittsburgh, Pa
- Synergy Investment Group, LLC formerMar 22, 2011 to Jun 28, 2012 · Atlanta, Ga
- Suntrust Investment Services, Inc. formerJul 30, 2008 to Feb 15, 2011 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Curi Capital, LLC to Cpc Advisors, LLCleft Apr 25, 2024, registered Apr 20, 2025 (360 days) · RIA to RIA
- Curi Capital to Curi Capital, LLCleft Feb 6, 2024, registered Feb 2, 2024 (-4 days) · channel change inside one enterprise, not a move · moved with a team
- First Citizens Asset Management, Inc to Curi Capitalleft Dec 4, 2014, registered Aug 23, 2021 (2454 days) · Other
- Pnc Wealth Management to First Citizens Asset Management, Incleft Sep 27, 2013, registered Oct 30, 2013 (33 days) · Other
- Synergy Investment Group, LLC to Pnc Wealth Managementleft Jun 28, 2012, registered May 8, 2012 (-51 days) · Other
- Suntrust Investment Services, Inc. to Synergy Investment Group, LLCleft Feb 15, 2011, registered Mar 22, 2011 (35 days) · Other
Signals
- Joshua Ben Voisine left Curi Capital, Llc for Cpc Advisors, Llc (registered 2025-04-20)Apr 25, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address