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Joseph Michael Foltz

Corient

Itasca, IL

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-03
IL RA APPROVED 2022-12-14
  • TX RA
    APPROVED
    Since 2025-01-03
  • IL RA
    APPROVED
    Since 2022-12-14

Branch Locations

2 Pierce Place Suite 1900, Itasca, IL 60143 • 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
Self-Employed Chicago IL 07/2009 10/2017
Depaul University Chicago IL 09/2017 06/2019
Alton High School Alton IL 08/2015 06/2017
Balasa Dinverno Foltz Llc Itasca IL 07/2019 03/2023
Corient Itasca IL 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 07/2009 → 10/2017
    Self-Employed
    Chicago, IL
  • 09/2017 → 06/2019
    Depaul University
    Chicago, IL
  • 08/2015 → 06/2017
    Alton High School
    Alton, IL
  • 07/2019 → 03/2023
    Balasa Dinverno Foltz Llc
    Itasca, IL
  • 12/2022 → Present
    Corient
    Itasca, IL
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2020-03-09 → 2023-03-31
    Balasa Dinverno Foltz Llc
    Itasca, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-09
  • S65 Uniform Investment Adviser Law Examination
    2020-03-09
Designations
Other Names
  • Joe Foltz

View on SEC IAPD

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MATTHEW KERRY MC WHERTER
Gino Poli
ALISON LEIGH BRANDT

Other Offices

LESLIE GLOBAL WEALTH, LLC · ITASCA, IL
PENDULUM WEALTH PARTNERS · ITASCA, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ITASCA, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ITASCA, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ITASCA, IL
EDWARD JONES · Itasca, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Itasca, IL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · ITASCA, IL

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