Inactive

Alden Mergenthal Shmerling

Mt Pleasant, SC

Claim This Profile

Current Employers

Elwood & Goetz

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-12
SC	RA	APPROVED	2026-06-12
GA	RA	APPROVED	2010-11-12

FL RA
APPROVED

Since 2026-08-12
SC RA
APPROVED

Since 2026-06-12
GA RA
APPROVED

Since 2010-11-12

Branch Locations

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

4850 Tamiami Trail North Suite 301, Naples, FL 34103 • United States

75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States

490 Brasfield Square Se, Atlanta, GA 30316 • 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

Organization	City	State	From	To
Elwood & Goetz Wealth Advisory Group, Llc (154839)	Athens	GA	08/2010	Present

08/2010 → Present

Elwood & Goetz Wealth Advisory Group, Llc (154839)

Athens, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-11-10

S65 Uniform Investment Adviser Law Examination

2010-11-10

Designations

Other Names

Alden Moore Mergenthal

View on SEC IAPD

Other Firms

CANNON FINANCIAL STRATEGISTS, INC.

PARK AVENUE SECURITIES LLC

LPL FINANCIAL LLC

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

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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