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Reading the graph
Advisor at WEALTH BEYOND MATH
AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTH BEYOND MATH | State registered | Oct 22, 2024 | n/a | yes | AUSTIN, TX | Current employment |
| AUSTIN ASSET | Independent wealth | Sep 17, 2021 | Apr 26, 2024 | no | AUSTIN, TX | Previous registration |
| EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | Independent wealth | Aug 15, 2016 | Aug 6, 2021 | no | CORAL GABLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AUSTIN ASSET | WEALTH BEYOND MATH | Apr 26, 2024 | Oct 22, 2024 | 179 | Firm change | RIA to state RIA |
| EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | AUSTIN ASSET | Aug 6, 2021 | Sep 17, 2021 | 42 | Firm change | RIA to RIA |