DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Foldes Financial Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Steven Michael Foldes | Foldes Financial Management other | Evensky & Katz/Foldes Wealth Management other | Other | Dec 18, 2014 | Jul 14, 2014 |
| Michael Dean Hoeflinger | Foldes Financial Management other | Evensky & Katz/Foldes Wealth Management other | Other | Dec 18, 2014 | Jul 21, 2014 |
| Paul E Stovall | Foldes Financial Management other | Schwab Wealth Advisory, Inc. no RAUM | Other | Sep 26, 2012 | Jun 22, 2021 (3191 d) |
| Thomas W. Balcom | Foldes Financial Management other | 1650 Wealth Management, LLC independent RIA | Other | Mar 4, 2010 | Apr 15, 2010 (42 d) |
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4 moves match.