Eric John Sobocinski

Employer firm

Amphora Wealth Management, LLC CRD 157968

$196M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  Amphora Wealth Management, Llc
  Chapel Hill, NC
• 01/2007 → Present
  Turner-Gary Sports, Inc.
  Chapel Hill, NC
• 05/2016 → Present
  Kylix Management, Inc.
  Chapel Hill, NC
• 01/2008 → Present
  Walker, Lambe, Pllc
  Chapel Hill, NC

Previous Registrations

• 2009-02-04 → 2011-06-02
  Joseph Capital Management, Llc
  Hernando, FL
  Raleigh, NC
  Chapel Hill, NC
  Durham, NC
• 2007-08-13 → 2008-04-28
  First Legacy Securities, Llc
  Helena, AL
  Chapel Hill, NC
• 2006-05-15 → 2006-10-04
  Northwestern Mutual Investment Services, Llc
  Raleigh, NC
  Raleigh, NC
• 2005-05-13 → 2006-10-04
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

KYLIX MANAGEMENT, INC. not investment-related 100 Europa Dr., Ste 431, Chapel Hill, NC 27517 management services, insurance Owner, President May 2016 5 hours per month 5 hours during trading provide management services to businesses and insurance sales to individuals and businesses WALKER, LAMBE, PLLC not investment-related 240 Leigh Farm Rd, #100, Durham, NC 27707 law firm Of Counsel January 2008 5 hours per month 0 hours during trading attorney TURNER-GARY SPORTS, INC. not investment-related 1730 Martins Run, Media, PA 19063 athlete and coach representation firm Vice President & Counsel January 2007 5 hours per month all hours during trading provide advice and counsel to athletes

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-12
• S63 Uniform Securities Agent State Law Examination
  2003-05-16

Other Names

• Eric J Sobocinski