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220 S 2500 W, Pleasant Grove, UT 84062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soulence, Llc | Draper | UT | 10/2007 | Present |
| Affluent, Inc | Draper | UT | 07/2005 | Present |
| Jessup Holdings Llc | Draper | UT | 06/2007 | Present |
| Elysian Inc | Draper | UT | 03/2005 | Present |
| Corecap Advisors | Draper | UT | 03/2015 | 06/2025 |
| Corecap Investments | Draper | UT | 03/2015 | 10/2019 |
| Soulence Wealth Management | Phoenix | AZ | 06/2025 | Present |
| Soulence Wealth Management Ii | Pleasant Grove | UT | 03/2026 | Present |
The individual is engaged in several outside business activities, all located at 220 S 2500 W, PG, UT 80462. Non-investment-related roles (Manager unless noted otherwise) include: The Cleaning Guys, LLC (janitorial services; since 10/30/24; ~1 hr/month; accounting); Happy Havens, LLC (residential rental real estate; since 7/6/23; ~1 hr/month; accounting); Empyreal Living, LLC (residential rental real estate; since 10/8/08; ~1 hr/month; accounting); Los Ochos, LLC (residential rental real estate; since 6/1/23; ~1 hr/month; accounting); Essence Property, LLC (commercial rental real estate; since 12/3/19; ~2 hrs/month; accounting); Tariff Tactics, LLC (tax and accounting services; since 8/14/24; ~5 hrs/month; accounting); Soulence Payments, LLC (merchant services; since 5/17/23; ~1 hr/month; accounting); Seal Tite Duct Testing, LLC (residential duct testing; since 1/8/19; 0 hrs/month; accounting); Opulent Strategies, LLC (residential rental real estate; since 10/8/08; 0 hrs/month; accounting). Investment-related roles include: Soulence Wealth Management II, LLC (RIA; Manager; since 1/12/26; ~86 hrs/month; duties include accounting, marketing, and management); Lingo Investments, LLC (RIA; Manager; since 10/1/25; 0 hrs/month; accounting). Non-profit roles include: Dahlia's Hope Non Profit (Director; aftercare for survivors of human trafficking; since 6/5/19; ~20 hrs/month; CFO duties) and Speros Non Profit (Director; financial support for underprivileged individuals; since 11/4/10; ~1 hr/month; accounting). Unless otherwise noted, approximately 173 hours occur during securities trading hours throughout the entire year. All roles are primarily administrative/accounting in nature and involve minimal time commitment except where specified.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2015-01-21 |
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