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Joseph James Trlica

Elwood & Goetz

Athens, GA

CRD 8322736

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Employer firm

Elwood & Goetz CRD 154839

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Elwood & Goetz

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-31
  • GA RA
    APPROVED
    Since 2026-08-31

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 Athens GA 07/2026 Present
Elwood & Goetz Wealth Advisory Group, Llc Athens GA 09/2024 07/2026
University Of Georgia Athens GA 08/2023 07/2024
The Home Depot Atlanta GA 05/2023 07/2023
Capital City Country Club Atlanta GA 06/2017 08/2020
Unemployed Athens GA 09/2020 04/2023
East Cherokee Baseball Canton GA 03/2016 07/2019
  • 07/2026 → Present
    Elwood & Goetz Wealth Advisory Group, Llc
    Athens, GA
  • 09/2024 → 07/2026
    Elwood & Goetz Wealth Advisory Group, Llc
    Athens, GA
  • 08/2023 → 07/2024
    University Of Georgia
    Athens, GA
  • 05/2023 → 07/2023
    The Home Depot
    Atlanta, GA
  • 06/2017 → 08/2020
    Capital City Country Club
    Atlanta, GA
  • 09/2020 → 04/2023
    Unemployed
    Athens, GA
  • 03/2016 → 07/2019
    East Cherokee Baseball
    Canton, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

KRISTIN LYNN SMITH
JOHN RUFUS COLE
RACHEL ANN SMITH

Nearby Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA
PARK AVENUE SECURITIES LLC · Athens, GA
LPL FINANCIAL LLC · ATHENS, GA

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