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687 S Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2010-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uga/University System Of Georgia | Athens | GA | 08/2004 | Present |
| Elwood & Goetz Wealth Advisory Group, Llc | Athens | GA | 11/2010 | Present |
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;
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