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Lindsay Shae Elwood

Elwood & Goetz

Athens, GA

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Current Employers
Elwood & Goetz

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-02-01
GA RA APPROVED 2010-08-30
  • TX RA
    APPROVED
    Since 2011-02-01
  • GA RA
    APPROVED
    Since 2010-08-30

Branch Locations

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
Elwood & Goetz Wealth Advisory Group, Llc (154839) Athens GA 08/2010 Present
  • 08/2010 → Present
    Elwood & Goetz Wealth Advisory Group, Llc (154839)
    Athens, GA
Previous Registrations
Other Businesses

Co-owner of ELGO Properties, LLC that owns real estate.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-30
  • S65 Uniform Investment Adviser Law Examination
    2006-01-30
Designations
Other Names
  • Lindsay Shae Elwood
  • Lindsay Shae Elwood-Goetz

View on SEC IAPD

Other Firms

CANNON FINANCIAL STRATEGISTS, INC.
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KINGSWOOD WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

KRISTIN LYNN SMITH
JOHN RUFUS COLE
RACHEL ANN SMITH
LOUIS NICHOLAS PAPPAS
Stephen Kuzniak
R. Marshall Danner
Ian Payne
Robert B Farr

Other Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA
PARK AVENUE SECURITIES LLC · Athens, GA
LPL FINANCIAL LLC · ATHENS, GA
EDWARD JONES · ATHENS, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
KINGSWOOD WEALTH ADVISORS, LLC · Athens, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Athens, GA

More in Athens, GA

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