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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

SCOTT EVANS TETER

Advisor at ADVISORY SERVICES NETWORK

ATLANTA, GA | Santa Barbara, CA

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Search this name across graphsid dfx:ria:4cd4e22e-a912-53c8-646d-93be0278d368

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 15, 2001 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: ADVISORY SERVICES NETWORK
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: Oct 13, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 13, 1987
First registration: May 15, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 1712630

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
ADVISORY SERVICES NETWORK	Independent wealth	Jan 1, 2025	n/a	yes	Santa Barbara, CA\|ATLANTA, GA	Current employment
CHANNEL WEALTH, LLC	Independent wealth	Oct 28, 2022	Nov 30, 2023	no	SANTA BARBARA, CA\|SANTA BARBARA, CA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	May 9, 2017	Nov 1, 2022	no	SANTA BARBARA, CA\|SANTA BARBARA, CA\|SANTA BARBARA, CA	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Apr 7, 2015	May 9, 2017	no	SANTA BARBARA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 9, 2005	Sep 7, 2016	no	SANTA BARBARA, CA\|SANTA BARBARA, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	May 15, 2001	Nov 14, 2005	no	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
CHANNEL WEALTH, LLC	ADVISORY SERVICES NETWORK	Nov 30, 2023	Jan 1, 2025	398	Firm change	RIA to RIA
SAGEPOINT FINANCIAL, INC.	CHANNEL WEALTH, LLC	Nov 1, 2022	Oct 28, 2022	-4	Firm change	Ibd to new firm
INDEPENDENT FINANCIAL PARTNERS	SAGEPOINT FINANCIAL, INC.	May 9, 2017	May 9, 2017	0	Firm change	Other
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL PARTNERS	Sep 7, 2016	Apr 7, 2015	-519	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	LPL FINANCIAL LLC	Nov 14, 2005	Nov 9, 2005	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133763:323461:CA:2022-11-01	Nov 1, 2022	Oct 28, 2022	SANTA BARBARA, CA	Firm change

Relationships

Registered with (6)

→ ADVISORY SERVICES NETWORKRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ CHANNEL WEALTH, LLCRegistered adviserregistration: previous registration
Oct 28, 2022 to Nov 30, 2023factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
May 9, 2017 to Nov 1, 2022factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Apr 7, 2015 to May 9, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 9, 2005 to Sep 7, 2016factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 15, 2001 to Nov 14, 2005factForm ADV

Dated events

Occurred
Nov 30, 2023
Advisor changed firm
Scott Evans Teter left Channel Wealth, Llc for Advisory Services Network (registered 2025-01-01)
Form ADVobserved 4 days ago
Occurred
Nov 1, 2022
Advisor changed firm
Scott Evans Teter left Sagepoint Financial, Inc. for Channel Wealth, Llc (registered 2022-10-28)
Form ADVobserved 4 days ago