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Inactive

Jordan Slingo

Elwood & Goetz

Mt Pleasant, SC

Naples, FL

Athens, GA

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Current Employers
Elwood & Goetz

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-06-12
GA RA APPROVED 2021-06-04
  • SC RA
    APPROVED
    Since 2026-06-12
  • GA RA
    APPROVED
    Since 2021-06-04

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

687 S Milledge Ave, Athens, GA 30605 • 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
Intrepid Capital Management Jacksonville Beach FL 04/2011 01/2020
Elwood & Goetz Wealth Advisory Group, Llc Athens GA 02/2020 Present
Elwood & Goetz Athens GA 02/2020 Present
  • 04/2011 → 01/2020
    Intrepid Capital Management
    Jacksonville Beach, FL
  • 02/2020 → Present
    Elwood & Goetz Wealth Advisory Group, Llc
    Athens, GA
  • 02/2020 → Present
    Elwood & Goetz
    Athens, GA
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · MT PLEASANT, SC
WELLS FARGO CLEARING SERVICES, LLC · MOUNT PLEASANT, SC
FLOWRATE FINANCIAL, LLC · MOUNT PLEASANT, SC
PRINCIPAL SECURITIES, INC. · MT PLEASANT, SC
EQUITABLE ADVISORS, LLC · MOUNT PLEASANT, SC
MML INVESTORS SERVICES, LLC · MOUNT PLEASANT, SC
LPL FINANCIAL LLC · MOUNT PLEASANT, SC
ASCENSION WEALTH ADVISORS, LLC · MT. PLEASANT, SC

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