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3760 State Street Suite 201, Santa Barbara, CA 93105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-08 |
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 | Santa Barbara | CA | 05/2015 | 10/2022 |
| Channel Wealth, Llc | Santa Barbara | CA | 10/2022 | Present |
1) CHANNEL WEALTH POSITION: Financial Paraplanner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/17/2020 ADDRESS: 3700 State Street, Suite 240, Santa Barbara CA 93105, United States DESCRIPTION: Financial Paraplanner 2) MARIA G. VALLEJO-MEZA POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/09/2017 ADDRESS: 3700 State Street, Suite 240, Santa Barbara CA 93105, United States DESCRIPTION: I am a California Notary Public. I have completed the mandatory 8 hours of education and training, passed the required State exam and the Department of Justice and FBI background checks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-16 |
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