Carson Brown has been an investment adviser representative at Soulence Wealth Management II since March 2026, and is not listed among the firm’s executive officers or direct owners.
Soulence Wealth Management II LLC is a Pleasant Grove, UT firm with $108M under management, 410 clients and 5 advisers across 3 offices, as of its June 2026 filing.
- Soulence Wealth ManagementCurrent– present · under a yearPleasant Grove, UT · Adviser representative · Firm CRD 340580
Investment adviser representative registrations
Carson Brown is registered as an investment adviser representative in Utah, since March 2026.
- UtahSince 3 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carson Cal Brown
- CRD
- 8197734
- Firm
- Soulence Wealth Management II · CRD 340580
- Office
- 220 S 2500 W, Pleasant Grove, UT 84062
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Carson Brown work?
Carson Brown is an investment adviser representative registered through Soulence Wealth Management II LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Carson Brown a financial advisor?
Yes. Carson Brown has a current investment-adviser registration in Utah, through Soulence Wealth Management II since March 2026.
How many years of experience does Carson Brown have?
Carson Brown has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Carson Brown passed?
Carson Brown passed the Series 65 in March 2025.
Where is Carson Brown based?
Carson Brown’s registered office is in Pleasant Grove, UT.
Is Carson Brown registered with FINRA?
No. Carson Brown has no current broker registration.
How can I verify Carson Brown’s record?
Search CRD 8197734 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carson Brown’s full registration record.
