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RIA / WealthAdvisorCertified Financial Planner24 years in industry

JUSTIN ROBERT ANDERSON

Advisor at CHANNEL WEALTH, LLC

SANTA BARBARA, CA

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Search this name across graphsid dfx:ria:2363627c-4b69-c0db-26ae-43a487a0a62a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 13, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHANNEL WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 9
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 21, 2002
First registration: Sep 13, 2006
Dual registered: no
IAPD individual key: 4549763

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHANNEL WEALTH, LLC	Independent wealth	Oct 28, 2022	n/a	yes	SANTA BARBARA, CA	Current employment
THE AMERIFLEX GROUP	Bd affiliated wealth	Feb 12, 2020	Mar 30, 2020	no	Santa Barbara, CA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jan 18, 2012	Nov 1, 2022	no	SANTA BARBARA, CA\|SCOTTSDALE, AZ\|PHOENIX, AZ\|SANTA BARBARA, CA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jan 23, 2009	Jan 18, 2012	no	LAVISTA, NE	Previous registration
BRECEK & YOUNG ADVISORS, INC.	Former SEC adviser	Sep 13, 2006	Jan 23, 2009	no	FOLSOM, CA\|SANTA BARBARA, CA\|SANTA BARBARA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEPOINT FINANCIAL, INC.	THE AMERIFLEX GROUP	Nov 1, 2022	Feb 12, 2020	-993	Firm change after gap	Other
THE AMERIFLEX GROUP	CHANNEL WEALTH, LLC	Mar 30, 2020	Oct 28, 2022	942	Firm change after gap	Other
SECURITIES AMERICA ADVISORS, INC.	SAGEPOINT FINANCIAL, INC.	Jan 18, 2012	Jan 18, 2012	0	Firm change	Other
BRECEK & YOUNG ADVISORS, INC.	SECURITIES AMERICA ADVISORS, INC.	Jan 23, 2009	Jan 23, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ CHANNEL WEALTH, LLCRegistered adviserregistration: current employment
Oct 28, 2022 to presentfactForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 18, 2012 to Nov 1, 2022factForm ADV
→ THE AMERIFLEX GROUPRegistered adviserregistration: previous registration
Feb 12, 2020 to Mar 30, 2020factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jan 23, 2009 to Jan 18, 2012factForm ADV
→ BRECEK & YOUNG ADVISORS, INC.Registered adviserregistration: previous registration
Sep 13, 2006 to Jan 23, 2009factForm ADV

Dated events

Occurred
Nov 1, 2022
Advisor changed firm
Justin Robert Anderson left Sagepoint Financial, Inc. for The Ameriflex Group (registered 2020-02-12)
Form ADVobserved 6 days ago