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Joseph William Goetz

Elwood & Goetz

Athens, GA

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Current Employers
Elwood & Goetz

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2011-11-15
  • GA RA
    APPROVED
    Since 2011-11-15

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
Other Businesses

1) UNIVERSITY OF GEORGIA, NOT INVESTMENT RELATED, EDUCATION, FACULTY, 01/2006, 36 HRS/MO, ALL HOURS DURING TRADING HOURS, DUTIES ARE FACULTY DUTIES; 2) Co-owner of ELGO Properties, Not investment related; 687 S Milledge Ave, Athens GA 30605; Used to hold real estate; 50% Partner; Started in 2014; 0-1 Total Hours; 0-1 During Securities Trading Hours; Managing personal real estate investments; 3) Co-owner of CPG2, LLC; Not investment related; 687 S Milledge Ave, Athens GA 30605; Book royalties; 25% partner; Started in 2016; 0-1 Total Hours; 0-1 During Securities Trading Hours; currently no duties; 4) ELGO Solar LLC; Not Investment Related; 687 S Milledge Ave Athens, Georgia, 30605; Provider and lessor of solar panel equipment in Missouri.; Owner; Principal; October 13, 2025; 10 Total Hours; 0 During Securities Trading Hours; Managing lease of solar power equipment; 5) Accredisense; Not Investment Related; 1400 Orchard Ct Watkinsville, Georgia, 30677; The business develops AI-integrated software systems that support higher education institutions during the accreditation process; CFO; CFO; January 15, 2026; 4 Total Hours; 4 During Securities Trading Hours; Meet with leadership to discuss strategy and next steps.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-11
  • S65 Uniform Investment Adviser Law Examination
    2011-11-11
Other Names
  • Joe William Goetz

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