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Current Employers
Soulence Wealth Management

220 S 2500 W, Pleasant Grove, UT 84062 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-03-03
  • UT RA
    APPROVED
    Since 2026-03-03

Branch Locations

220 S 2500 W, Pleasant Grove, UT 84062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
High School Draper UT 08/2015 06/2019
Einstein Bros Bagels Draper UT 09/2019 06/2020
M&M Asphalt Services West Jordan UT 06/2020 08/2020
Utah State University Logan UT 09/2020 01/2025
Soulence Wealth Management Pleasant Grove UT 01/2025 03/2026
Soulence Wealth Management Ii Pleasant Grove UT 03/2026 Present
  • 08/2015 → 06/2019
    High School
    Draper, UT
  • 09/2019 → 06/2020
    Einstein Bros Bagels
    Draper, UT
  • 06/2020 → 08/2020
    M&M Asphalt Services
    West Jordan, UT
  • 09/2020 → 01/2025
    Utah State University
    Logan, UT
  • 01/2025 → 03/2026
    Pleasant Grove, UT
  • 03/2026 → Present
    Soulence Wealth Management Ii
    Pleasant Grove, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-25
  • S65 Uniform Investment Adviser Law Examination
    2025-03-25

View on SEC IAPD

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