David Sinclair has been an investment adviser representative at Soulence Wealth Management II since July 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.
Investment adviser representative registrations
David Sinclair is registered as an investment adviser representative in Utah, since July 2026.
- UtahSince 8 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Allen Sinclair
- CRD
- 8301010
- Firm
- Soulence Wealth Management II · CRD 340580
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does David Sinclair work?
David Sinclair is an investment adviser representative registered through Soulence Wealth Management II LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Sinclair a financial advisor?
Yes. David Sinclair has a current investment-adviser registration in Utah, through Soulence Wealth Management II since July 2026.
How many years of experience does David Sinclair have?
David Sinclair has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has David Sinclair passed?
David Sinclair passed the Series 65 in June 2026.
Is David Sinclair registered with FINRA?
No. David Sinclair has no current broker registration.
How can I verify David Sinclair’s record?
Search CRD 8301010 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Sinclair’s full registration record.
