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Reading the graph
Advisor at SOULENCE WEALTH MANAGEMENT
PLEASANT GROVE, UT
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 3, 2026 | n/a | yes | PLEASANT GROVE, UT | Current employment |
| EDWARD JONES | National bd RIA | Jan 13, 2023 | Jul 28, 2025 | no | ST LOUIS, MO|Saratoga Springs, UT|LEHI, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | SOULENCE WEALTH MANAGEMENT | Jul 28, 2025 | Mar 3, 2026 | 218 | Firm change | Ibd to RIA |