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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-11 |
| WA | RA | APPROVED | 2023-10-11 |
Branch Locations
8150 N. Central Expressway Suite 875, Dallas, TX 75206 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evensky & Katz / Foldes Wealth Management | Coral Gables | FL | 02/2021 | 08/2023 |
| Texas Tech University | Lubbock | TX | 08/2017 | 08/2019 |
| Morgan Stanley | Baltimore | MD | 10/2016 | 08/2017 |
| Enterprise Rent-A-Car | Glen Burnie | MD | 09/2015 | 09/2016 |
| Evensky & Katz / Foldes Wealth Management | Lubbock | TX | 05/2018 | 07/2019 |
| Evensky & Katz / Foldes Wealth Management | Coral Gables | FL | 08/2019 | 02/2021 |
| Brighton Jones | Dallas | TX | 08/2023 | Present |
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