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3760 State Street Suite 201, Santa Barbara, CA 93105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
3760 State Street Suite 201, Santa Barbara, CA 93105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Santa Barbara | CA | 08/2015 | 10/2022 |
| Channel Wealth, Llc | Santa Barbara | CA | 10/2022 | Present |
1) JUSTIN POLLACK, INSURANCE AGENT POSITION: Agent. NATURE: Sole Proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/14/1998 ADDRESS: 3700 State St., Ste. 240, Santa Barbara CA 93105, United States DESCRIPTION: Provide insurance services. 2) THE PAUL AND PATRICIA BRAGG FOUNDATION POSITION: Audit Committee NATURE: Non-profit foundation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2021 ADDRESS: 199 Winchester Canyon Rd., Santa Barbara CA 93117, United States DESCRIPTION: I will be helping Nick Schneider, who is a trustee and board member, will the annual audits of the foundation. It will require approximately 4-6 hours a year. 3) COX COMMUNICATIONS POSITION: on-air "talent" NATURE: My family shot a local commercial for Cox Communications over the course of two days. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2022 ADDRESS: 2805 Ben Lomond Drive, Santa Barbara CA 93105, United States DESCRIPTION: My family was chosen for a local Cox Communication commercial. The four of us acted as one of three families in it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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