DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Evensky & Katz/Foldes Wealth 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.

AdvisorFromToTypeLeftRegistered
Joseph M TribuianiRaymond James & Associates, Inc. national BDEvensky & Katz/Foldes Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIASep 12, 2025Nov 13, 2025 (62 d)
Michael Richard AntczakUnited Capital Financial Advisors independent RIAEvensky & Katz/Foldes Wealth Management independent RIARIA to RIANov 20, 2023Jan 18, 2024 (59 d)
Flavio Guillermo LandivarRaymond James & Associates, Inc. national BDEvensky & Katz/Foldes Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2022Nov 4, 2022
Austin Allen TannerMercer Global Advisors Inc. independent RIAEvensky & Katz/Foldes Wealth Management independent RIARIA to RIAFeb 20, 2022May 9, 2022 (78 d)
Alejandro Javier RuizEquitable Advisors, LLC national BDEvensky & Katz/Foldes Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIANov 29, 2021Mar 21, 2023 (477 d)
Marcos Andres SegreraLoyola Asset Management LLC mixed wealthEvensky & Katz/Foldes Wealth Management independent RIARIA to RIAJun 4, 2018Jun 5, 2018
Steven Michael FoldesFoldes Financial Management otherEvensky & Katz/Foldes Wealth Management otherOtherDec 18, 2014Jul 14, 2014
Michael Dean HoeflingerFoldes Financial Management otherEvensky & Katz/Foldes Wealth Management otherOtherDec 18, 2014Jul 21, 2014
Charles Bennett SachsPortfolio Matters, Inc. unclassifiedEvensky & Katz/Foldes Wealth Management otherOtherDec 12, 2007Jan 31, 2008 (50 d)
Matthew Dean PeckMcdonald Capital Management otherEvensky & Katz/Foldes Wealth Management otherOtherSep 24, 2007Sep 25, 2007
Taylor Milton GangBrightscape Investment Centers state registeredEvensky & Katz/Foldes Wealth Management otherOtherAug 16, 2007Sep 10, 2007
Brett David HorowitzThe Mde Group, Inc. otherEvensky & Katz/Foldes Wealth Management otherOtherOct 7, 2005Mar 3, 2006 (147 d)
Page 1 of 1
12 moves match.