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687 S Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-13 |
| CA | RA | APPROVED | 2026-03-27 |
| MO | RA | APPROVED | 2026-03-26 |
Branch Locations
Beverly Hills, CA • United States
687 S Milledge Ave, Athens, GA 30605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penta Investment Counsel Llc | Kansas City | MO | 03/2003 | 02/2026 |
| Elwood & Goetz Wealth Advisory Group, Llc | Athens | GA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-06 |
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