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CF

Cameron J. Flagg

VOLEON SECURITIES
BERKELEY, CA 94704
Some features on this profile are disabled
CRD#: 6610432
CF

Professional summary


Cameron Jay Flagg is a registered financial professional currently at VOLEON SECURITIES located in Berkeley, California.

Cameron is registered as a RR (Registered Representative) and started their career in finance in 2016. Cameron has worked at 13 firms and has passed the Series 65, Series 99TO, Series 57TO, Series 7TO, SIE, Series 57, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Cameron Jay Flagg's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 28, 2025 - Present

VOLEON SECURITIES

Office #1: 1919 Shattuck Avenue, Floor 7, Berkeley, CA 94704
BD
CRD#: 332480
BERKELEY, CA
Past

December 18, 2024 - February 6, 2025

ALPHA TRADING L.P.

BD
CRD#: 289434
HERZLIYA PITUACH,
Past

October 26, 2023 - March 7, 2024

ATLAS TECHNOLOGY GROUP LLC

BD
CRD#: 152828
MENLO PARK, CA
Past

October 13, 2023 - February 8, 2024

MAVEN GLOBAL MARKETS TRADING LLP

BD
CRD#: 317195
CHICAGO, IL
Past

October 13, 2023 - June 7, 2024

TRIPLE P SECURITIES, LLC

BD
CRD#: 323197
NEW YORK, NY
Past

October 13, 2023 - December 24, 2024

CRITICALPOINT PARTNERS LLC

BD
CRD#: 317345
EL SEGUNDO, CA
Past

October 6, 2023 - April 2, 2024

PENDULUM SECURITIES, LLC

BD
CRD#: 312642
BEVERLY HILLS, CA
Past

March 2, 2023 - January 31, 2025

ZL ZENITHAR (USA)

BD
CRD#: 321941
NEW YORK, NY
Past

August 6, 2020 - April 1, 2025

FON CORPORATE FINANCE LLC

BD
CRD#: 307905
ARLINGTON, VA
Past

February 12, 2020 - November 13, 2020

BOERBOEL CAPITAL LLC

BD
CRD#: 286431
CHICAGO, IL
Past

February 4, 2020 - January 3, 2023

QUIET LIGHT SECURITIES, LLC

BD
CRD#: 35870
CHICAGO, IL
Past

September 18, 2017 - April 8, 2019

ALPHA TRADING L.P.

BD
CRD#: 289434
HERZLIYA PITUACH,
Past

January 25, 2017 - July 14, 2017

XAMBALA ASSET MANAGEMENT, LLC

RIA
CRD#: 145618
SUNNYVALE, CA
Past

September 26, 2016 - December 31, 2016

XAMBALA ASSET MANAGEMENT, LLC

RIA
CRD#: 145618
SUNNYVALE, CA
Past

March 10, 2016 - June 29, 2017

XAMBALA CAPITAL, LLC

BD
CRD#: 158871
SUNNYVALE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/26/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 10/13/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 6/21/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/7/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 9/6/2017
Securities Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VS
VOLEON SECURITIES
VOLEON SECURITIES | VOLEON SECURITIES LLC

CRD#: 332480 / SEC#: , 8-71278

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
1919 Shattuck Avenue, Floor 7, Berkeley, CA 94704
Mailing Address
1919 Shattuck Avenue, Floor 7, Berkeley, CA 94704
Phone number
+1 (213) 443-1135
Established
Delaware since 07/29/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
VOLEON SECURITIES HOLDINGS 2 LLCMEMBER; DIRECT OWNER
VOLEON SECURITIES HOLDINGS LLCMEMBER; DIRECT OWNER
KALK, YULIACHIEF COMPLIANCE OFFICER2612028
MEYERS, CHRISTOPHER M JRFINOP, PFO, POO6122487
SPENSER, SIMON DAVIDHEAD OF BUSINESS DEVELOPMENT, DESIGNATED PRINCIPAL2513928

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VOLEON SECURITIES

CRD#: 332480Berkeley, CA 94704

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