Evensky & Katz, LLC
Active Coral Gables, FL
Evensky & Katz, LLC Overview
Evensky & Katz, LLC filed as a Florida Limited Liability in the State of Florida on Friday, January 5, 2007 and is approximately nineteen years old, as recorded in documents filed with Florida Department of State.
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Evensky & Katz, LLC
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Key People
Who own Evensky & Katz, LLC
| Name | |
|---|---|
| Matthew McGrath 3 |
Manager
Governing Person
Vice President
|
| David Bastida Garcia 1 |
Manager
|
| David Evensky 1 |
Manager
|
| Lane M. Jones 1 |
Manager
Secretary
|
| Taylor Gang |
Manager
|
| Brett D. Horowitz |
Manager
|
| Harold R. Evensky 2 |
Manager
|
| Maria C. Bielow 1 |
Treasurer
|
| Deena B. Katz 2 |
Vice President
|
Showing 8 records out of 9
Companies for Evensky & Katz, LLC
Evensky & Katz, LLC lists three other companies as an officer in their company. It is not uncommon for one company to hold a position in another company.
| Name | Status | Incorporated | Key People |
|---|---|---|---|
| Evensky & Katz, L.L.C., A Florida Limited Liability Company |
Inactive
|
Member
|
|
| Evensky & Katz, Inc. |
Inactive
|
5
|
Governing Person
|
| Evensky & Katz |
Inactive
|
Governing Person
|
Corporate Filings for Evensky & Katz, LLC
Florida Department of State
| Filing Type: | Florida Limited Liability |
|---|---|
| Status: | Active |
| State: | Florida |
| State ID: | L07000001780 |
| Date Filed: | Friday, January 5, 2007 |
| Registered Agent | Charles E. Muller |
Texas Secretary of State
| Filing Type: | Domestic Limited Liability Company (LLC) |
|---|---|
| Status: | Active |
| State: | Texas |
| State ID: | 800864725 |
| Date Filed: | Wednesday, August 29, 2007 |
| Registered Agent | Kathryn J. Salter |
Corporate Notes
| Source | Date | Type | Note |
|---|---|---|---|
|
8/29/2007 | Certificate of Formation | |
|
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12/31/2008 | Public Information Report (PIR) | |
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2/17/2009 | Change of Registered Agent/Office | |
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12/31/2009 | Public Information Report (PIR) | |
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11/29/2010 | Change of Registered Agent/Office | |
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12/31/2010 | Public Information Report (PIR) | |
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12/31/2012 | Public Information Report (PIR) | |
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12/31/2013 | Public Information Report (PIR) | |
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7/21/2014 | Certificate of Assumed Business Name | |
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12/31/2014 | Public Information Report (PIR) | |
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11/9/2015 | Change of Registered Agent/Office | |
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12/31/2015 | Public Information Report (PIR) | |
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12/31/2015 | Public Information Report (PIR) | |
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12/31/2017 | Public Information Report (PIR) | |
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12/31/2018 | Public Information Report (PIR) | |
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12/31/2019 | Public Information Report (PIR) | |
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11/3/2020 | Change of Registered Agent/Office | |
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12/31/2021 | Public Information Report (PIR) | |
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8/22/2022 | Certificate of Assumed Business Name | |
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12/31/2023 | Public Information Report (PIR) |
Trademarks for Evensky & Katz, LLC
|
Serial Number:
86771102
Drawing Code: 4000
|
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Sources
Florida Department of State
Data last refreshed on Monday, April 6, 2026
Data last refreshed on Monday, April 6, 2026
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024
Data last refreshed on Saturday, March 2, 2024
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Corporate Records