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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 |
| CORECAP ADVISORS | Bd affiliated wealth | Mar 9, 2015 | Mar 30, 2025 | no | OREN, UT|SOUTHFIELD, MI | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 23, 2015 | Feb 20, 2015 | no | OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORECAP ADVISORS | SOULENCE WEALTH MANAGEMENT | Mar 30, 2025 | Mar 3, 2026 | 338 | Firm change | Ibd to RIA |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | CORECAP ADVISORS | Feb 20, 2015 | Mar 9, 2015 | 17 | Firm change | Other |