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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

AuthorityCategoryStatusDate
FL RA APPROVED 2008-02-12
CA RA APPROVED 2008-01-31
LA RA APPROVED 2008-01-31
TX RA APPROVED 2008-01-31
  • FL RA
    APPROVED
    Since 2008-02-12
  • CA RA
    APPROVED
    Since 2008-01-31
  • LA RA
    APPROVED
    Since 2008-01-31
  • TX RA
    APPROVED
    Since 2008-01-31

Branch Locations

3223 S Loop 289 Suite 220, Lubbock, TX 79423 • 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
OrganizationCityStateFromTo
Texas Tech University Lubbock TX 08/2005 08/2024
Evensky & Katz/Foldes Financial Lubbock TX 07/2014 Present
  • 08/2005 → 08/2024
    Texas Tech University
    Lubbock, TX
  • 07/2014 → Present
    Evensky & Katz/Foldes Financial
    Lubbock, TX
Other Businesses

Co-owner and President of Salter Precision Machining, a manufacturing company in Katy, Texas. The company is not investment related. Business is located at 1115 Glenwood Drive, Katy, Texas 77493. Inherited this business in 2024 and spend 5 hours per week on average.

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lubbock, TX

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