Eric James Viavattene

Current Employers

Employment History

• 06/2014 → 05/2021
  Sageguard Investment Advisory Services
  Phoenix, AZ
• 09/2020 → Present
  Kingsly Capital, Llc
  Pheonix, AZ
• 06/2014 → 05/2021
  Sageguard Financial Group
  Phoenix, AZ
• 11/2013 → 12/2023
  Dobbins Wealth Management, Pllc
  Phoenix, AZ
• 12/2018 → 12/2023
  Dobbins Wealth Management Ii, Pllc
  Phoenix, AZ
• 01/2018 → Present
  Phoenix Wealth Management, Pllc
  Phoenix, AZ
• 12/2020 → Present
  Haven Charitable, Inc
  Phoenix, AZ
• 01/2021 → 06/2022
  Kingsly Capital Advisors, Llc
  San Juan, PR
• 05/2021 → Present
  Kingsly Partners, Llc
  Wilmington, DE
• 02/2008 → 12/2023
  Integrated Trust Systems
  Scottsdale, AZ
• 01/2024 → Present
  Almanack Investment Partners, Llc
  Wayne, PA

Previous Registrations

• 2021-04-22 → 2024-01-24
  Dobbins Wealth Management, Pllc
  Phoenix, AZ
• 2014-06-09 → 2021-05-10
  Sageguard Financial Group, Llc
  Goodlettsville, TN
• 2011-10-27 → 2014-06-23
  Avantax Advisory Services
  Phoenix, AZ
• 2010-03-18 → 2011-09-06
  Madison Avenue Securities, Llc
  San Diego, CA
  Phoenix, AZ
• 2007-04-30 → 2009-12-31
  Mml Investors Services, Llc
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

1) Kingsly Partners; Investment Related; 1209 Orange Street, Wilmington, DE 19801; General Partner of a pooled investment; Vice President & COO; 5 hours per month; 5 hours during trading hours; Administrative duties 2) Haven Charitable, Inc.; Investment related; 9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260; Donor Advised Fund; Vice President & Treasurer; 12/2020; 8 hours per month; 8 hours during trading hours; Managing the day to day operations of the fund 3) Kingsly Capital, LLC; Investment related; 6040 E. Hodges Street, Cave Creek, AZ 85331; RIA firm, Vice President & COO, 8 hours per month; 8 hours during trading hours; Managing the day to day operations of the RIA. 4) Phoenix Wealth Management, PLLC; Investment related; 15051 N. Kierland Blvd., Floor 3, Scottsdale, AZ 85254; President & CEO; 120 hours per month; 8 hours during trading hours; Managing the day to day operations of the company. DBA. 5) Licensed Insurance Agent offering insurance products-Commissions received. 5) Maricopa County Sheriff Department; Non-investment related; 550 W. Jackson Street, Phoenix, AZ 85003; Advisory Council/Board; 10 hours per quarter; all activities conducted outside of business hours

Exams

• S66 Uniform Combined State Law Examination
  2007-04-16