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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
15 W. Carillo St., Santa Barbara, CA 93101 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Santa Barbara | CA | 11/2005 | 05/2017 |
| Independent Financial Partners | Santa Barbara | CA | 04/2015 | 05/2017 |
| Sagepoint Financial, Inc. | Santa Barbara | CA | 05/2017 | 10/2022 |
| Channel Wealth, Llc | Santa Barbara | CA | 10/2022 | 12/2023 |
| Advisory Services Network, Llc | Atlanta | GA | 12/2023 | Present |
| Calton & Associates, Inc. | Tampa | FL | 05/2024 | Present |
1. 11/22/2016 - No Business Name - Investment Related - 8107 Buena Fortuna, Carpinteria, CA 93013 - Real Estate Rental - Start 11/26/2016 - O Hours Per Month. 2. SCOTT TETER POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/17/2010 ADDRESS: 15 W. Carillo Street, Suite 252, Santa Barbara CA 93101, United States DESCRIPTION: Independent insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-13 |
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