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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 2026-04-10
  • UT RA
    APPROVED
    Since 2026-04-10

Branch Locations

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

Hurricane, UT • 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
Nylife Securities Llc New York NY 10/2013 03/2019
New York Life Insurance New York NY 07/2013 04/2018
G. Nelson Insurance Agency D/B/A Strategic Benefit Coach Hurricane UT 05/1999 Present
Brookstone Capital Management Wheaton IL 06/2020 02/2023
Global View Capital Advisors, Llc Waukesha WI 01/2023 07/2023
Global View Capital Management, Llc Waukesha WI 02/2023 07/2023
Scf Investment Advisors, Inc. San Diego CA 07/2023 03/2026
Soulence Wealth Management Hurricane UT 03/2026 Present
  • 10/2013 → 03/2019
    Nylife Securities Llc
    New York, NY
  • 07/2013 → 04/2018
    New York Life Insurance
    New York, NY
  • 05/1999 → Present
    G. Nelson Insurance Agency D/B/A Strategic Benefit Coach
    Hurricane, UT
  • 06/2020 → 02/2023
    Brookstone Capital Management
    Wheaton, IL
  • 01/2023 → 07/2023
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 02/2023 → 07/2023
    Waukesha, WI
  • 07/2023 → 03/2026
    Scf Investment Advisors, Inc.
    San Diego, CA
  • 03/2026 → Present
    Hurricane, UT
Previous Registrations
Other Businesses

1. G Nelson Insurance Agency, LLC DBA: Strategic Benefit Coach Non-Investment Related Address: 454 N 3700 W, Hurricane, UT 84737 Position: Owner/Agent Start date: May 1, 1999 Hours per month: 180 (160 during trading hours) Description: Insurance Agent for Individual and group Life, Disability, Health, Dental, Vision, Long-Term Care, Individual Medicare Plans.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-06-22
  • S63 Uniform Securities Agent State Law Examination
    1992-06-22
Designations
Other Names
  • Greg Nelson
  • Gregory Gordon Nelson

View on SEC IAPD

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