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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 |
|---|---|---|---|---|
| Taylor Drug | American Forks | UT | 08/2015 | 08/2019 |
| Utah Valley University | Orem | UT | 08/2019 | 03/2024 |
| Mountain America | West Jordan | UT | 08/2023 | 01/2024 |
| Soulence Wealth Management | Sandy | UT | 01/2024 | 03/2026 |
| Soulence Wealth Management Ii | Pleasant Grove | UT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
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