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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 | 2023-04-10 |
| TX | RA | APPROVED | 2023-03-21 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2021 | 11/2021 |
| University Of Miami | Miami | FL | 06/2016 | 11/2020 |
| Gibson Bethel Community Center | Miami | FL | 05/2017 | 05/2020 |
| Evensky & Katz /Foldes Wealth Management | Coral Gables | FL | 11/2021 | 09/2023 |
| Evensky & Katz /Foldes Wealth Management | Coral Gables | FL | 09/2023 | 02/2026 |
| Evensky & Katz /Foldes Wealth Management | Coral Gables | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-05 |
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