Aldo Noel Castaneda Meraz

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-29

Branch Locations

200 E Basse Rd, San Antonio, TX 78209 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Evensky & Katz/Foldes Financial Wealth Management	Coral Gables	FL	06/2015	07/2019
Evensky & Katz/Foldes Financial Wealth Management	Coral Gables	FL	07/2019	02/2020
Evensky & Katz/Foldes Financial Wealth Management	Coral Gables	FL	02/2020	08/2023
Mariner Wealth Advisors	Overland Park	KS	10/2023	09/2025
Unemployed	San Antonio	TX	09/2023	09/2023
J.P. Morgan Securities Llc	San Antonio	TX	09/2025	Present
Jpmorgan Chase Bank, N.A.	San Antonio	TX	09/2025	Present

06/2015 → 07/2019

Evensky & Katz/Foldes Financial Wealth Management

Coral Gables, FL
07/2019 → 02/2020

Evensky & Katz/Foldes Financial Wealth Management

Coral Gables, FL
02/2020 → 08/2023

Evensky & Katz/Foldes Financial Wealth Management

Coral Gables, FL
10/2023 → 09/2025

Mariner Wealth Advisors

Overland Park, KS
09/2023 → 09/2023

Unemployed

San Antonio, TX
09/2025 → Present

J.P. Morgan Securities Llc

San Antonio, TX
09/2025 → Present

Jpmorgan Chase Bank, N.A.

San Antonio, TX

2023-10-06 → 2025-09-09

Mariner

San Antonio, TX
2017-06-13 → 2023-09-01

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-11

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