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Advisor at SOULENCE WEALTH MANAGEMENT
Amarillo, TX | 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 | Amarillo, TX|PLEASANT GROVE, UT | Current employment |
| SL2 INVESTMENTS LLC | Former SEC adviser | Mar 7, 2025 | Mar 2, 2026 | no | Amarillo, TX|PLEASANT GROVE, UT | Previous registration |
| CORECAP ADVISORS | Bd affiliated wealth | Feb 10, 2023 | Mar 12, 2025 | no | SOUTHFIELD, MI|Draper, UT | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Apr 22, 2022 | Aug 8, 2022 | no | Amarillo, TX | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 14, 2021 | Apr 22, 2022 | no | AUSTIN, TX|Amarillo, TX | 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 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CORECAP ADVISORS | Aug 8, 2022 | Feb 10, 2023 | 186 | Firm change | Ibd to ibd |
| KESTRA ADVISORY SERVICES, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Apr 22, 2022 | Apr 22, 2022 | 0 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 167898:340580:UT:2026-03-02 | Mar 2, 2026 | Mar 3, 2026 | PLEASANT GROVE, UT | Firm change |
| 283330:134139:TX:2022-04-22 | Apr 22, 2022 | Apr 22, 2022 | AMARILLO, TX | Firm change |