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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 2025-08-05
TX RA APPROVED 2025-07-31
  • FL RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED
    Since 2025-07-31

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
Evensky & Katz / Foldes Wealth Management Coral Gables FL 10/2022 Present
Texas Tech University Lubbock TX 08/2018 12/2022
Fence Defender Lubbock TX 06/2019 05/2022
Discount Tire Lubbock TX 01/2019 04/2019
Wyldewood Homes, Llc Sherman TX 05/2018 08/2018
Hucks Denison TX 08/2016 05/2018
Pottsboro Highschool Pottsboro TX 08/2014 05/2022
  • 10/2022 → Present
    Evensky & Katz / Foldes Wealth Management
    Coral Gables, FL
  • 08/2018 → 12/2022
    Texas Tech University
    Lubbock, TX
  • 06/2019 → 05/2022
    Fence Defender
    Lubbock, TX
  • 01/2019 → 04/2019
    Discount Tire
    Lubbock, TX
  • 05/2018 → 08/2018
    Wyldewood Homes, Llc
    Sherman, TX
  • 08/2016 → 05/2018
    Hucks
    Denison, TX
  • 08/2014 → 05/2022
    Pottsboro Highschool
    Pottsboro, TX
Designations

View on SEC IAPD

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