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Case Number: A-20196-76205

Fiscal year: 2021

Fiscal Year

2021

Case Number

A-20196-76205

Case Status

Certified-Expired

Received Date

2020-07-30

Decision Date

2021-03-05

Refile

N

Original File Date

2021-01-01 09:05:04

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Evensky KatzFoldes Financial Wealth Management

Employer Name Slug

evensky-katzfoldes-financial-wealth-management

Employer Address 1

4000 Ponce De Leon Blvd.,

Employer Address 2

Suite 850

Employer City

Coral Gables

Employer City Slug

coral-gables

Employer State

FLORIDA

Employer State Slug

florida

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

33146

Employer Phone

3054488882

Employer Number of Employees

32

Employer Year Commenced Business

1985

NAICS Code

523930

FW Ownership Interest

N

Employer Contact Name

Mena Bielow-McAfee

Employer Contact Address 1

4000 Ponce De Leon Blvd.,

Employer Contact Address 2

Suite 850

Employer Contact City

Coral Gables

Employer Contact State/Province

FLORIDA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

33146

Employer Contact Phone

3054488882

Employer Contact Email

mbielow@ek-ff.com

Agent Attorney Name

Esther Wong

Agent Attorney Firm Name

Law Offices of Esther Tan Wong

Agent Attorney Phone

6264578884

Agent Attorney Address 1

506 N. Garfield Ave.,

Agent Attorney Address 2

Suite 250

Agent Attorney City

Alhambra

Agent Attorney State/Province

CALIFORNIA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

91801

Agent Attorney Email

esther@ewgcl.com

PW Track Number

P10020009243144

PW SOC Code

13-2052

PW SOC Title

PERSONAL FINANCIAL ADVISOR

PW Skill Level

Level II

PW Wage

87672.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-04-10

PW Expiration Date

2020-07-09

Wage Offer From

87672.00

Wage Offer To

0.00

Average Salary

87672.00

Wage Unit of Pay

Year

Worksite Address 1

4000 PONCE DE LEON BLVD.,

Worksite Address 2

SUITE 850

Worksite City

CORAL GABLES

Worksite City Slug

coral-gables

Worksite State

FLORIDA

Worksite Postal Code

33146

Job Title

PERSONAL FINANCIAL ADVISOR

Job Title Slug

personal-financial-advisor

Minimum Education

Bachelor's

Major Field of Study

PERSONAL FINANCIAL PLANNING

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

N

Accept Alternative Occupation

N

Accept Alternative Occupation Months

Accept Alternative Job Title

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Certified Financial Planner designation is required.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2020-05-05

SWA Job Order End Date

2020-06-04

Sunday Edition Newspaper

Y

First Newspaper Name

Miami Herald

First Advertisement Start Date

2020-05-03

Second Newspaper Ad Name

Miami Herald

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-05-10

Employer Website From Date

2020-05-29

Employer Website To Date

2020-06-08

Professional Organization Ad From Date

2021-01-01 09:05:04

Professional Organization Advertisement To Date

2021-01-01 09:05:04

Job Search Website From Date

2020-05-03

Job Search Website To Date

2020-05-09

Employee Referral Program From Date

2021-01-01 09:05:04

Employee Referral Program To Date

2021-01-01 09:05:04

Local Ethnic Paper From Date

2020-05-07

Local Ethnic Paper To Date

2020-05-07

Radio/TV Ad From Date

2021-01-01 09:05:04

Radio/TV Ad To Date

2021-01-01 09:05:04

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

MEXICO

Foreign Worker Birth Country

MEXICO

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

PERSONAL FINANCIAL PLANNING

Foreign Worker Years of Education Completed

2012

Foreign Worker Institution of Education

TEXAS TECH UNIVERSITY

Foreign Worker Education Institution Address 1

2500 BROADWAY

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

LUBBOCK

Foreign Worker Education Institution State/Province

TX

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

79409

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Esther Wong

Preparer Title

Attorney

Preparer Email

esther@ewgcl.com

Employer Information Declaration Name

Mena BielowMcAfee

Employer Information Declaration Title

Chief Compliance Financial Officer