David Ernest Vaillancourt

Current Employers

Employment History

• 05/1983 → Present
  Vaillancourt & Company Cpas P.C
  Dracut, MA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Dracut, MA

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Dracut, MA
  Tewksbury, MA
• 2002-02-22 → 2008-10-31
  American General Securities Incorporated
  Dracut, MA
  Dracut, MA

Other Businesses

1. DAVID VAILLANCOURT, NO, 30 DERBY LANE TYNGSBORO, MA 01879, POKER TOURNAMENT PLAYER, 4/1992, 20 HRS/MO, 20 HRS DT, 4/1992, PROFESSIONAL POKER TOURNAMENT PLAYER 2. VAILLANCOURT LEFEBVRE WEALTH MANAGEMENT LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2019 ADDRESS: 1 Stiles Road, Unit 205, Salem NH 01826, United States DESCRIPTION: Doing Business As ("DBA") name and fixed insurance. 3. DAVID E VAILLANCOURT CPA POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2009 ADDRESS: 1533 Lakeview Ave, Dracut MA 01826, United States DESCRIPTION: consult with clients re: tax matters, estate taxes and business operations. consulting on business valuations. representing clients before the IRS and state taxing authorities expert witness on estate taxes and flow of funds between related entities. tax planning for entities and individuals 4. VL ACCOUNTING LLC POSITION: CPA NATURE: Tax preparation for individual, business, trusts and Estates Business consulting, accounting INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2018 ADDRESS: 1 Stiles Road, Unit 205, Salem NH 03079, United States DESCRIPTION: Prepare and review tax returns, prepare tax strategies Consulting tax and business 5. DAVID VAILLANCOURT POSITION: owner NATURE: rental of real estate reported on schedule E of my personal tax return INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: 14 River Sands Drive, Scarborough ME 04074, United States DESCRIPTION: work with real estate broker , air bnb or vrbo to obtain summer rentals for July and August 6. HIGHLANDS REALTY TRUST POSITION: trustee NATURE: trust that holds the office at 1 Stiles road unit 205 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 1 Stiles Rd, unit 205, Salem NH 03079, United States DESCRIPTION: bookkeeping and bill paying

Exams

• S66 Uniform Combined State Law Examination
  2001-11-02
• S63 Uniform Securities Agent State Law Examination
  1996-08-21

Designations