DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner26 years in industry

ROY LARSEN

Advisor at ELWOOD & GOETZ

GAINESVILLE, GA | Gainesville, GA | ATHENS, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b101607b-6490-76ea-bbc3-2f900b1b6a72

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ELWOOD & GOETZ
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 11, 2000
First registration: Dec 14, 2005
Dual registered: no
IAPD individual key: 4241890

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LARSEN WEALTH MANAGEMENT, LLC	State registered	Aug 17, 2026	n/a	yes	GAINESVILLE, GA	Current employment
ELWOOD & GOETZ	Independent wealth	Jun 3, 2026	n/a	yes	ATHENS, GA\|Gainesville, GA	Current employment
LARSEN WEALTH MANAGEMENT, LLC	State registered	Nov 12, 2013	Aug 3, 2026	no	GAINESVILLE, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 8, 2006	Nov 27, 2013	no	CUMMINGS, GA\|CUMMING, GA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Dec 14, 2005	Feb 17, 2006	no	ALPHARETTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LARSEN WEALTH MANAGEMENT, LLC	ELWOOD & GOETZ	Aug 3, 2026	Jun 3, 2026	-61	Firm change after gap	Other
LPL FINANCIAL LLC	LARSEN WEALTH MANAGEMENT, LLC	Nov 27, 2013	Nov 12, 2013	-15	Firm change	Other
A. G. EDWARDS & SONS, INC.	LPL FINANCIAL LLC	Feb 17, 2006	Mar 8, 2006	19	Firm change	Other

Relationships

Registered with (4)

→ LARSEN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 12, 2013 to Aug 3, 2026factForm ADV
→ ELWOOD & GOETZRegistered adviserregistration: current employment
Jun 3, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 8, 2006 to Nov 27, 2013factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Dec 14, 2005 to Feb 17, 2006factForm ADV

Dated events

Occurred
Aug 3, 2026
Advisor changed firm
Roy Larsen left Larsen Wealth Management, Llc for Elwood & Goetz (registered 2026-06-03)
Form ADVobserved 3 days ago