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Lance Palmer

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 2010-11-04
  • GA RA
    APPROVED
    Since 2010-11-04

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
Uga/University System Of Georgia Athens GA 08/2004 Present
Elwood & Goetz Wealth Advisory Group, Llc Athens GA 11/2010 Present
  • 08/2004 → Present
    Uga/University System Of Georgia
    Athens, GA
  • 11/2010 → Present
    Elwood & Goetz Wealth Advisory Group, Llc
    Athens, GA
Other Businesses

1) Accredisense; Not investment related; 1400 Orchard Ct, Bogart, GA 30622; Software as a Service, provides evidence management for organizations seeking reaccreditation, accreditation, or other regulatory approvals; CEO, Director; CEO, Director; January 15, 2026; Total devoted hours 10; Total hours during securities trading hours 0; I assist with general administrative functions, filings, insurance, and facilitating internal team connections for a virtual workforce; 2) Faith First Fitness Georgia; Not investment related; 121 Athens W Pkwy, Athens, GA 30606; Fitness training, health coaching; Investor, LLC Member; Investor, LLC Member; January 1, 2024; Total devoted hours 1-2; Total hours during securities trading hours 0; I recieve quartlery financial reports and review them with the managing Member. I discuss expansion strategies; 3) Introduction to Personal Finance, John Wiley Publisher; Not investment related; 1400 Orchard Ct, Bogart, GA 30622; Textbook Writing; co-author; co-author; January 1, 2015; Total devoted hours 0-40; Total hours during securities trading hours 0; I assist with updating and writing the textbook. Some basic marketing; 4) University of Georgia; Not investment related; 215 S. Jackson St. Athens, GA 30602; Education; Professor; Professor; August 2004; Total devoted hours 160; Total hours during securities trading hours 160; Teaching, Research, and Faculty Service;

Designations

View on SEC IAPD

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