Inactive

Brett David Horowitz

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL

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Current Employers

Evensky & Katz/Foldes Wealth Management

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2006-04-13
LA	RA	APPROVED	2006-03-03

FL RA
APPROVED

Since 2006-04-13
LA RA
APPROVED

Since 2006-03-03

Branch Locations

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • 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

Organization	City	State	From	To
Evensky & Katz/Foldes Financial	Coral Gables	FL	07/2014	Present

07/2014 → Present

Evensky & Katz/Foldes Financial

Coral Gables, FL

Previous Registrations

2003-10-15 → 2005-10-07

The Mde Group, Inc.

Parsippany, NJ

Designations

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ACCUMULATOR OPERATIONS LLC

021 INVESTMENTS LLC

VIM WEALTH MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

AMERANT INVESTMENTS, INC.

Other Investors

MIGUEL ANGEL VIYELLA

SERGIO MARISCAL LOZANO

CHRISTOPHER JOHN BRUCE

JUAN PABLO MILITELLO

ANNE-SOPHIE M COLAS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL

STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL

021 INVESTMENTS LLC · MIAMI, FL

VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL

CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL

VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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