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Joshua Daniel Mungavin

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL

Bellevue, WA

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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
WA RA APPROVED 2018-07-27
FL RA APPROVED 2013-06-11
  • WA RA
    APPROVED
    Since 2018-07-27
  • FL RA
    APPROVED
    Since 2013-06-11

Branch Locations

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States

10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evensky & Katz/Foldes Financial Coral Gables FL 07/2014 11/2020
Evensky & Katz/Foldes Financial Bellevue WA 11/2020 Present
  • 07/2014 → 11/2020
    Evensky & Katz/Foldes Financial
    Coral Gables, FL
  • 11/2020 → Present
    Evensky & Katz/Foldes Financial
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-07
  • S65 Uniform Investment Adviser Law Examination
    2009-01-07
Designations

View on SEC IAPD

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