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687 S Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| SC | RA | APPROVED | 2026-06-12 |
| GA | RA | APPROVED | 2022-06-30 |
Branch Locations
75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States
4850 Tamiami Trail North Suite 301, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Rincon | GA | 01/2012 | 12/2017 |
| Vision Financial Group | Rincon | GA | 12/2016 | 07/2020 |
| Fidelity Investment | Atlanta | GA | 07/2020 | 03/2022 |
| Elwood & Goetz Wealth Advisory | Athens | GA | 03/2022 | 10/2023 |
| Elwood & Goetz Wealth Advisory Group, Llc | Atlanta | GA | 03/2022 | Present |
| Elwood & Goetz Wealth Advisory | Athens | GA | 10/2023 | Present |
Rental Income, not investment related. Location of business: 1002 Millwood Dr SW, Marietta, Georgia, 30008; Nature of business: rental of previously primary residence; Position: Property Owner; Start date of business: January 1, 2023; approximate number of hours/month you devote to the other business; 1 hour; the number of hours you devote to the other business during securities trading hours: 0 hours; Briefly describe your duties related to the Business: Maintain property as described for tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
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