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880 Northwood Blvd Ste 2B, Incline Village, NV 89451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-09 |
| OR | RA | APPROVED | 2023-01-09 |
Branch Locations
448 Redcliff Dr Ste 240, Redding, CA 96002 • United States
880 Northwood Blvd Ste 2B, Incline Village, NV 89451 • 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, Inc. | Phoenix | AZ | 01/2009 | 01/2023 |
| Cavalot Capital | Truckee | CA | 01/2023 | Present |
Serving as Trustee and providing Trustee Services. This business is not investment related other than including investment assets, investments are managed by external manager. The business is located at 1226 Orange Ave, Redding CA 96002 and commenced on 12/15/2025 and requires 10 hours per month and is not conducted during trading hours. Duties may include distribute Trust assets per directions in the Trust, transfer of assets to Trust beneficiaries, manage bill paying, coordinate cash flow management, negotiate and manage healthcare and living accommodations, manage and arrange for future asset sales as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-06 |
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