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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 2025-12-05
TX RA APPROVED 2025-11-13
WA RA APPROVED 2025-11-13
  • FL RA
    APPROVED
    Since 2025-12-05
  • TX RA
    APPROVED
    Since 2025-11-13
  • WA RA
    APPROVED
    Since 2025-11-13

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
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Naples FL 07/2021 03/2022
Seacrest Country Day School Naples FL 08/2010 06/2017
Boston College Chestnut Hill MA 08/2017 05/2021
Raymond James & Associates, Inc. Boston MA 09/2022 11/2025
Tribuiani Asset Management Naples FL 04/2022 08/2022
Evensky & Katz / Foldes Wealth Management Coral Gables FL 11/2025 Present
  • 07/2021 → 03/2022
    Naples, FL
  • 08/2010 → 06/2017
    Seacrest Country Day School
    Naples, FL
  • 08/2017 → 05/2021
    Boston College
    Chestnut Hill, MA
  • 09/2022 → 11/2025
    Boston, MA
  • 04/2022 → 08/2022
    Tribuiani Asset Management
    Naples, FL
  • 11/2025 → Present
    Evensky & Katz / Foldes Wealth Management
    Coral Gables, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-30
  • S66 Uniform Combined State Law Examination
    2022-01-30
Designations
Other Names
  • Joseph Tribuiani

View on SEC IAPD

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