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Registered advisor
C•••••• V••••••
Feed of 09/15/2026
Also filed as Carmeron Voegele
At current firm
2 y
since Oct 11, 2023
In the industry
16 y
since Jan 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince Oct 11, 2023 · Charlotte, Nc
- N••••••••• M••••• I••••••••• S••••••••• no RAUMAug 19, 2022 to Jan 6, 2023 · Chicago, Il
- M••••• O• O•••• I••••••• S•••••••• I••• independent RIAApr 14, 2021 to Jun 2, 2022 · Charlotte, Nc
- U•• F•••••••• S••••••• I••• wirehouseDec 5, 2018 to Feb 1, 2021 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- N••••••••• M••••• I••••••••• S••••••••• to W•••• F•••• A•••••••left Jan 6, 2023, registered Oct 11, 2023 (278 days) · Other
- M••••• O• O•••• I••••••• S•••••••• I••• to N••••••••• M••••• I••••••••• S•••••••••left Jun 2, 2022, registered Aug 19, 2022 (78 days) · Other
- U•• F•••••••• S••••••• I••• to M••••• O• O•••• I••••••• S•••••••• I•••left Feb 1, 2021, registered Apr 14, 2021 (72 days) · Other
Signals
- C•••••• V•••••• left N••••••••• M••••• I••••••••• S••••••••• for W•••• F•••• A••••••• (registered 2023-10-11)Jan 6, 2023 · Advisor changed firm · fact
- C•••••• V•••••• left M••••• O• O•••• I••••••• S•••••••• I••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2022-08-19)Jun 2, 2022 · 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
- Wirehousederived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address