Ross L Anderson

Current Employers

Employment History

• 12/2013 → 10/2022
  Sagepoint Financial
  Irvine, CA
• 12/2013 → 10/2022
  Ameriflex Financial Services
  Newport Beach, CA
• 10/2022 → Present
  Channel Wealth, Llc
  Santa Barbara, CA

Previous Registrations

• 2013-12-05 → 2022-11-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Rancho Santa Margarita, CA
• 2011-03-17 → 2013-12-12
  Signature Resources Capital Management, Llc
  Newport Beach, CA

Other Businesses

1. ROSS ANDERSON, INSURANCE AGENT POSITION: Agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/04/2013 ADDRESS: 30211 Avenida de las Banderas, Suite 200, Trabuco Canyon CA 92688, United States DESCRIPTION: Provide insurance quotes and sales. 2. GOOD SHEPHERD LUTHERAN CHURCH FOUNDATION POSITION: Board Member NATURE: this is a church foundation board where we help to decide the best use for funds disbursed from the foundation assets on a yearly basis, ie: missionary trips and helping the homeless. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2016 ADDRESS: 4800 Irvine Center Dr., Irvine CA 92604 DESCRIPTION: meet quarterly to review Foundation investments and make changes as necessary to reallocate or as new funds come in discuss funding requests from the church and approve disbursements. 3. RLA FINANCIAL SERVICES, INC. POSITION: President NATURE: S corporation structure for my practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 30211 Avenida Banderas, RSM CA 92688, United States DESCRIPTION: Minimal activity needed to run the business, just running payroll on myself and paying taxes.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-20

Designations