ERIC JOSEPH VOEGELI is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with DIVERSIFY ADVISORY SERVICES, LLC, DIVERSIFY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2024-03-27 | present | Yes |
| DIVERSIFY ADVISORY SERVICES, LLC | 2023-09-15 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-02-09 | 2015-06-29 | — |
| USAA FINANCIAL PLANNING SERVICES | 2010-03-06 | 2011-07-18 | — |
| FIDELITY PERSONAL TRUST COMPANY, FSB | 2006-03-15 | 2007-03-28 | — |
| STRATEGIC ADVISERS LLC | 2006-03-15 | 2009-02-20 | — |