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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Phoenix | AZ | 08/2014 | 10/2022 |
| Channel Wealth, Llc | Santa Barbara | CA | 10/2022 | Present |
1) CHRIS SNOWDEN INSURANCE AGENT POSITION: agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2016 ADDRESS: 3760 State St. suite 201, Santa Barbara CA 93105, United States DESCRIPTION: Where appropriate work on clients' behalf to match them with insurance products that match their needs. 2) THE FRIENDSHIP PADDLE POSITION: Board of Directors NATURE: Not for profit, 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 920 Garden St. Suite A, Santa Barbara CA 93101, United States DESCRIPTION: Help organize and manage a one day event that raises funds for a beneficiary. Assist with tracking finances from donations, payments from registration and grants to ensure funds are allocated to the beneficiary properly and that the organization is in good financial health.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-15 |
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