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4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-19 |
| CA | RA | APPROVED | 2024-01-18 |
| IL | RA | APPROVED | 2024-01-18 |
| NY | RA | APPROVED | 2024-01-18 |
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hallandale | FL | 08/2014 | 12/2021 |
| Bank Of America, N.A. | Hallandale | FL | 08/2014 | 12/2021 |
| Goldman Sachs & Co. Llc | Miami | FL | 01/2022 | 11/2023 |
| Unemployed | Miami | FL | 11/2023 | 12/2023 |
| Evensky & Katz/Foldes Wealth Management | Coral Gables | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-03 |
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