Michael Patrick Volo

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-07-20
MA	RA	APPROVED	2021-03-11
TX	RA	APPROVED	2021-02-26

FL RA
APPROVED

Since 2023-07-20
MA RA
APPROVED

Since 2021-03-11
TX RA
APPROVED

Since 2021-02-26

Branch Locations

Jupiter, FL • 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

Organization	City	State	From	To
Cammack Larhette Brokerage, Inc.	Wellesley	MA	02/2011	02/2021
Cammack Larhette Advisors Llc	Wellesley	MA	02/2011	02/2021
Capfinancial Partners Llc (Captrust)	Raleigh	NC	02/2021	Present
Capfinancial Securities Llc	Raleigh	NC	05/2021	Present

02/2011 → 02/2021

Cammack Larhette Brokerage, Inc.

Wellesley, MA
02/2011 → 02/2021

Cammack Larhette Advisors Llc

Wellesley, MA
02/2021 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC
05/2021 → Present

Capfinancial Securities Llc

Raleigh, NC

Previous Registrations

2011-10-31 → 2021-05-18

Cammack Retirement Group

Wellesley, MA

Other Businesses

1) Three One Five Stable LLC; 96 Ballston, Saratoga Springs, NY; Not investment related; Racehorse Stable; Start Date: May 1, 2024, 1 hour monthly, 0 during trading; part owner. 2) Name: Bottom Line; Investment-Related: No; Address: 500 Amory St, Suite 3, Jamaica Plain, MA 01230; Nature: non-profit supporting college students; Position/Title: Board Member Start: 07/01/2023; Hours/Month: 3; Hours during Market Hours: 2

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-10-22
S63	Uniform Securities Agent State Law Examination	1991-04-08

S65 Uniform Investment Adviser Law Examination

2011-10-22
S63 Uniform Securities Agent State Law Examination

1991-04-08

Other Names

Mike Volo

View on SEC IAPD