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687 S Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| SC | RA | APPROVED | 2026-06-12 |
| GA | RA | APPROVED | 2023-11-08 |
Branch Locations
75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States
4850 Tamiami Trail North Suite 301, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company | Atlanta | GA | 06/2015 | 06/2017 |
| Redwood Wealth Management | Alpharetta | GA | 06/2017 | 01/2022 |
| Wipfli Financial | Alpharetta | GA | 01/2022 | 06/2022 |
| Elwood & Goetz | Athens | GA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-13 |
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