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687 S Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Athens | GA | 08/2015 | 11/2020 |
| Elwood & Goetz Wealth Advisory Group, Llc | Athens | GA | 11/2020 | Present |
| Elwood And Goetz Wealth Advisory Group | Athens | GA | 11/2020 | Present |
| Tiaa | Atlanta | GA | 08/2015 | 11/2020 |
1. Team members who personally recruit new clients that meet the firm's asset minimum receive 10% of the projected first-year fee for those clients as part of their year-end bonus.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-04 |
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