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Advisor at SOULENCE WEALTH MANAGEMENT
PLEASANT GROVE, UT | Astoria, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SOULENCE WEALTH MANAGEMENT | Independent wealth | Mar 23, 2026 | n/a | yes | PLEASANT GROVE, UT|Astoria, NY | Current employment |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Aug 1, 2023 | May 31, 2024 | no | Conshohocken, PA|Astoria, NY|New York, NY|Houston, TX | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | May 3, 2023 | Jul 21, 2023 | no | INDIANAPOLIS, IN|Astoria, NY|Astoria, NY | Previous registration |
| ESI FINANCIAL ADVISORS | Independent wealth | Oct 16, 2021 | Jan 25, 2023 | no | HAUPPAUGE, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 2, 2019 | Nov 2, 2021 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORNOR, TOWNSEND & KENT, LLC | SOULENCE WEALTH MANAGEMENT | May 31, 2024 | Mar 23, 2026 | 661 | Firm change after gap | Ibd to RIA |
| ONEAMERICA SECURITIES, INC. | HORNOR, TOWNSEND & KENT, LLC | Jul 21, 2023 | Aug 1, 2023 | 11 | Firm change | Ibd to ibd |
| ESI FINANCIAL ADVISORS | ONEAMERICA SECURITIES, INC. | Jan 25, 2023 | May 3, 2023 | 98 | Firm change | Ibd to ibd |
| EQUITABLE ADVISORS, LLC | ESI FINANCIAL ADVISORS | Nov 2, 2021 | Oct 16, 2021 | -17 | Firm change | Ibd to ibd |