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3760 State Street Suite 201, Santa Barbara, CA 93105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 01/2012 | 10/2022 |
| Channel Wealth, Llc | Santa Barbara | CA | 10/2022 | Present |
1. TRUSTEE; POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: YES NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 0 START DATE: 06/03/2013; 221 W. ANAPAMU STREET, #5, SANTA BARBARA CA 93101; DESCRIPTION: CORRESPONDENCE WITH PROPERTY MANAGER AND PARTNER 2. MAXWELL PHILLIPS - INSURANCE AGENT POSITION: Statutory Agent - NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 03/15/2005 ADDRESS: 3700 State Street Suite 240 Santa Barbara, CA 93105, Santa Barbara CA 93105, United States DESCRIPTION: traditional insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-12 |
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