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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 |
| SL2 INVESTMENTS LLC | Former SEC adviser | Mar 7, 2025 | Mar 2, 2026 | no | Pleasant Grove, UT|PLEASANT GROVE, UT | Previous registration |
| CORECAP ADVISORS | Bd affiliated wealth | Jan 19, 2021 | Mar 12, 2025 | no | Draper, UT|SOUTHFIELD, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SL2 INVESTMENTS LLC | SOULENCE WEALTH MANAGEMENT | Mar 2, 2026 | Mar 3, 2026 | 1 | Firm change | Other |
| CORECAP ADVISORS | SL2 INVESTMENTS LLC | Mar 12, 2025 | Mar 7, 2025 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 167898:340580:UT:2026-03-02 | Mar 2, 2026 | Mar 3, 2026 | PLEASANT GROVE, UT | Firm change |