DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E••• J•••• V•••••••••

A••••••• I••••••••• P•••••••independent RIAScottsdale, Az IA-onlyIAPD 4245523

Feed of 09/14/2026

At current firm

5 y

since Dec 22, 2020

In the industry

19 y

since Apr 16, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Partner/Private Client Advisorreportedphxwealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/eric-viavattene-68b30485reportedphxwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

A••••••• I••••••••• P••••••• independent RIA current
since Feb 29, 2024 · Scottsdale, Az
K•••••• C••••••• L•• state registered current
since Dec 22, 2020 · Scottsdale, Az
D•••••• W••••• M••••••••• P••• unclassified
Apr 22, 2021 to Jan 24, 2024 · Phoenix, Az
S•••••••• F•••••••• G••••• L•• independent RIA
Jun 9, 2014 to May 10, 2021 · Goodlettsville, Tn
A•••••• A••••••• S••••••• former
Oct 27, 2011 to Jun 23, 2014 · Phoenix, Az
M•••••• A••••• S••••••••• L•• BD affiliated
Mar 18, 2010 to Sep 6, 2011 · San Diego, Ca
M•• I•••••••• S•••••••• L•• BD affiliated
Apr 30, 2007 to Dec 31, 2009 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

D•••••• W••••• M••••••••• P••• to A••••••• I••••••••• P•••••••
left Jan 24, 2024, registered Feb 29, 2024 (36 days) · Other
S•••••••• F•••••••• G••••• L•• to K•••••• C••••••• L••
left May 10, 2021, registered Dec 22, 2020 (-139 days) · RIA to a state-registered adviser
A•••••• A••••••• S••••••• to S•••••••• F•••••••• G••••• L••
left Jun 23, 2014, registered Jun 9, 2014 (-14 days) · Other
M•••••• A••••• S••••••••• L•• to A•••••• A••••••• S•••••••
left Sep 6, 2011, registered Oct 27, 2011 (51 days) · Other
M•• I•••••••• S•••••••• L•• to M•••••• A••••• S••••••••• L••
left Dec 31, 2009, registered Mar 18, 2010 (77 days) · Other

Signals

E••• J•••• V••••••••• left D•••••• W••••• M••••••••• P••• for A••••••• I••••••••• P••••••• (registered 2024-02-29)
Jan 24, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address