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Justin Thoreau Pollack

Channel Wealth, LLC

Santa Barbara, CA

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Current Employers
Channel Wealth, Llc

3760 State Street Suite 201, Santa Barbara, CA 93105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-23
CA RA APPROVED 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2026-03-23
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

3760 State Street Suite 201, Santa Barbara, CA 93105 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial Santa Barbara CA 08/2015 10/2022
Channel Wealth, Llc Santa Barbara CA 10/2022 Present
  • 08/2015 → 10/2022
    Sagepoint Financial
    Santa Barbara, CA
  • 10/2022 → Present
    Santa Barbara, CA
Previous Registrations
  • 2015-12-10 → 2022-11-01
    Osaic Services, Inc.
    Santa Barbara, CA
  • 2009-07-21 → 2015-08-24
    Santa Barbara, CA
  • 2008-01-01 → 2009-07-20
    Santa Barbara, CA
  • 2001-03-29 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Santa Barbara, CA
    Santa Barbara, CA
    St. Louis, MO
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-29
S63 Uniform Securities Agent State Law Examination 1998-04-20
  • S65 Uniform Investment Adviser Law Examination
    2015-11-29
  • S63 Uniform Securities Agent State Law Examination
    1998-04-20

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