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220 S 2500 W, Pleasant Grove, UT 84062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-23 |
Branch Locations
220 S 2500 W, Pleasant Grove, UT 84062 • United States
42-16 28Th Ave Suite 1Ra, Astoria, NY 11103 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Lake Success | NY | 06/2011 | 05/2018 |
| New York Life Insurance Company | Lake Success | NY | 06/2011 | 05/2018 |
| Mass Mutual Life Insurance Company | New York | NY | 08/2018 | 07/2019 |
| Mml Investors Services, Llc | New York | NY | 08/2018 | 07/2019 |
| Axa Advisors Llc | New York | NY | 08/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | 10/2021 |
| National Life | Hauppauge | NY | 10/2021 | 01/2023 |
| Equity Services | Montpelier | VT | 10/2021 | 12/2022 |
| American United Life | Astoria | NY | 03/2023 | 07/2023 |
| Oneamerica Securities | Astoria | NY | 05/2023 | 07/2023 |
| Penn Mutual Life Insurance Company | Horsham | PA | 08/2023 | 05/2024 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 08/2023 | 05/2024 |
| Soulence Wealth Management Ii, Llc | Pleasant Grove | UT | 03/2026 | Present |
| Capital Strategic Wealth, Llc | Astoria | NY | 03/2026 | Present |
| Capital Advisors Ny, Llc | Astoria | NY | 05/2022 | Present |
The name of the other business CAPITAL ADVISORS NY LLC Whether the business is investment-related Yes The address of the other business 42-16 28TH AVENUE SUITE 1RA, ASTORIA, NY 11103 The nature of the other business TAX AND IMMIGRATION Your position, title, or relationship with the other business MANAGING PRINCIPAL The start date of your relationship 05/09/2022 The approximate number of hours/months you devote to the other business, the number of hours you devote to the other business during securities trading hours 40 HRS Briefly describe your duties relating to the other business. IRS ENROLLED AGENT USCIS IMMIGRATION EXPERT MEMBER, AMERICAN BAR ASSOCIATION INDIVIDUAL TAX, BUSINESS TAX, TAX AUDIT, BUSINESS FORMATION FAMILY IMMIGRATION, ASYLUM, EMPLOYMENT IMMIGRATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-15 |
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