Company Name:
EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT
Alternative Name:
EVENSKY & KATZ, LLC
Address:
SUITE 850, 4000 PONCE DE LEON BOULEVARD, CORAL GABLES FL 33146
CRD Number:
109698
SEC Number:
801-60104
Financial Regulator:
SEC/ FINRA
Website:
http://www.evensky.com
Registration started
Ended
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 2983504
MATTHEW MCGRATH
started on 2002-04-22
CDR: 1631684
DEENA KATZ
started on 2002-04-22
CDR: 2759030
DEANA KELLY
DEANA FREDERICK
started on 2002-04-22
CDR: 1146318
HAROLD EVENSKY
started on 2002-04-22
CDR: 2978196
RANDI GRANT
started on 2002-08-16
CDR: 4762987
MICHAEL ANDERSON
MIKE ANDERSON
started on 2004-02-27
CDR: 4784719
ROXANNE ALEXANDER
started on 2004-05-17
CDR: 2978197
KENNETH STRAUSS
started on 2004-02-27
CDR: 3050482
LANE JONES
LANE JONES
started on 2005-01-19
CDR: 2978196
RANDI GRANT
ended on 2005-03-07
CDR: 2978197
KENNETH STRAUSS
ended on 2005-03-07
CDR: 4720365
BRETT HOROWITZ
started on 2006-03-03
CDR: 4902806
TAYLOR GANG
TAYLOR MILTON GANG
started on 2007-09-10
CDR: 4474452
MATTHEW PECK
started on 2007-09-25
CDR: 4762987
MICHAEL ANDERSON
MIKE ANDERSON
ended on 2007-07-23
CDR: 4784719
ROXANNE ALEXANDER
ended on 2007-10-22
CDR: 4474452
MATTHEW PECK
ended on 2009-01-30
CDR: 2466146
MICHAEL HOEFLINGER
MICHEL DEAN HOEFLINGER MIKE HOEFLINGER
started on 2014-07-21
CDR: 2257102
STEVEN FOLDES
started on 2014-07-14
CDR: 6382206
ANNE BEDNARZ
ANNE ELISE BRORMAN
started on 2014-08-19
CDR: 4784719
ROXANNE ALEXANDER
started on 2014-06-23
CDR: 6466117
KATHERINE SOJO-TRUJILLO
started on 2015-05-20
CDR: 6458487
BOBBY GLEASON
started on 2015-03-02
CDR: 6663145
DANQIN FANG
KRISTIN FANG
started on 2016-08-15
CDR: 6458487
BOBBY GLEASON
ended on 2016-06-15
CDR: 6826456
LINDA HOOVER
LINDA C HOOVER
started on 2017-07-10
CDR: 6804147
Aldo Castaneda
Aldo Noel Castaneda Meraz
started on 2017-06-13
CDR: 6665130
MICHAEL WALSH
started on 2017-08-03
CDR: 6663109
KAYLYN ADAMS
started on 2019-08-05
CDR: 4498421
CHRISTOPHER BROWNING
started on 2020-02-13
CDR: 1631684
DEENA KATZ
ended on 2021-03-26
CDR: 1146318
HAROLD EVENSKY
ended on 2021-03-26



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