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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 | 2022-10-28 |
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 | 07/2015 | 10/2022 |
| Channel Wealth, Llc | Santa Barbara | CA | 10/2022 | Present |
1) DOMESTIC VIOLENCE SOLUTIONS POSITION: Board Member NATURE: Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2019 ADDRESS: P.O. Box 1536, Santa Barbarra CA 93102, United States DESCRIPTION: Attend board meetings and review financials 2) BRETT WEICHBROD INSURANCE AGENT POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2016 ADDRESS: 3700 State Street, Suite 240, Santa Barbara CA 93105, United States DESCRIPTION: Where appropriate matching insurance to clients insurance needs. 3) SANTA BARBARA EXECUTIVE ROUNDTABLE POSITION: Board Member NATURE: Not for profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: No address, Santa Barbara CA 93105, United States DESCRIPTION: Provide general input at board meetings and participate in monthly breakfasts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-07 |
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