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Inactive

Lindsay Mckay Lynn

Elwood & Goetz

Naples, FL

Mt Pleasant, SC

Athens, GA

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Current Employers
Elwood & Goetz

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-06-12
GA RA APPROVED 2025-11-13
  • SC RA
    APPROVED
    Since 2026-06-12
  • GA RA
    APPROVED
    Since 2025-11-13

Branch Locations

4850 Tamiami Trail North Suite 301, Naples, FL 34103 • United States

75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States

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
The Ayco Company, L.P./Mercer Allied Atlanta GA 06/2020 01/2021
University Of Georgia Athens GA 08/2016 05/2020
Mcmullin, Stone, & Associates Fayetteville GA 05/2018 08/2018
University Of Georgia Athens GA 08/2019 05/2020
Goldman Sachs & Co. Llc New York NY 01/2021 03/2023
Elwood & Goetz Wealth Advisory Group, Llc Athens GA 03/2023 Present
  • 06/2020 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Atlanta, GA
  • 08/2016 → 05/2020
    University Of Georgia
    Athens, GA
  • 05/2018 → 08/2018
    Mcmullin, Stone, & Associates
    Fayetteville, GA
  • 08/2019 → 05/2020
    University Of Georgia
    Athens, GA
  • 01/2021 → 03/2023
    Goldman Sachs & Co. Llc
    New York, NY
  • 03/2023 → Present
    Elwood & Goetz Wealth Advisory Group, Llc
    Athens, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-02
  • S66 Uniform Combined State Law Examination
    2020-08-02
Designations
Other Names
  • Lindsay Alyssa Mckay
  • Lindsay Alyssa Lynn

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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