DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Justin Robert Anderson
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Oct 28, 2022
In the industry
24 y
since Jun 1, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
9
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Channel Wealth, LLC independent RIA currentsince Oct 28, 2022 · Santa Barbara, Ca
- The Ameriflex Group BD affiliatedFeb 12, 2020 to Mar 30, 2020 · Santa Barbara, Ca
- Sagepoint Financial, Inc. formerJan 18, 2012 to Nov 1, 2022 · Santa Barbara, Ca
- Securities America Advisors, Inc. formerJan 23, 2009 to Jan 18, 2012 · Lavista, Ne
- Brecek & Young Advisors, Inc. formerSep 13, 2006 to Jan 23, 2009 · Folsom, Ca
Moves
a registration end followed by a registration begin elsewhere
- Sagepoint Financial, Inc. to The Ameriflex Groupleft Nov 1, 2022, registered Feb 12, 2020 (-993 days) · Other
- The Ameriflex Group to Channel Wealth, LLCleft Mar 30, 2020, registered Oct 28, 2022 (942 days) · Other
- Securities America Advisors, Inc. to Sagepoint Financial, Inc.left Jan 18, 2012, registered Jan 18, 2012 (0 days) · Other
- Brecek & Young Advisors, Inc. to Securities America Advisors, Inc.left Jan 23, 2009, registered Jan 23, 2009 (0 days) · corporate re-registration, not a move
Signals
- Justin Robert Anderson left Sagepoint Financial, Inc. for The Ameriflex Group (registered 2020-02-12)Nov 1, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address