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Inactive

Joseph James Trlica

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 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

View on SEC IAPD

Other Firms

CANNON FINANCIAL STRATEGISTS, INC.
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
EDWARD JONES
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
Ian Payne
Robert B Farr

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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