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Inactive

Roy Larsen

Larsen Wealth Management, LLC

Gainesville, GA

Elwood & Goetz

Athens, GA

Gainesville, GA

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Current Employers
Larsen Wealth Management, Llc

Gainesville, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-17
  • GA RA
    APPROVED
    Since 2026-08-17

Branch Locations

Gainesville, GA • United States

Elwood & Goetz

687 S Milledge Ave, Athens, GA 30605 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-03
  • GA RA
    APPROVED
    Since 2026-06-03

Branch Locations

687 S Milledge Ave, Athens, GA 30605 • United States

Gainesville, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Larsen Wealth Management, Llc Cumming GA 11/2013 05/2026
Elwood & Goetz Wealth Advisory Group, Llc Athens GA 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-08
S63 Uniform Securities Agent State Law Examination 2000-09-11
  • S66 Uniform Combined State Law Examination
    2005-12-08
  • S63 Uniform Securities Agent State Law Examination
    2000-09-11
Designations

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Gainesville, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GAINESVILLE, GA
WILLIS INVESTMENT COUNSEL INC · GAINESVILLE, GA
RAYMOND JAMES & ASSOCIATES, INC. · Gainesville, GA
ANDERSON ADVISORS, INC. · GAINESVILLE, GA
CETERA INVESTMENT ADVISERS LLC · GAINESVILLE, GA
WELLS FARGO CLEARING SERVICES, LLC · GAINESVILLE, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GAINESVILLE, GA

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