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.

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

Jan 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 1, 2019

First registration

Apr 8, 2019

Dual registered

no

Other names

LAUREN ELIZABETH WAY|LAUREN WAY|LAUREN ELIZABETH MARKS|Lauren Marks|Lauren E Marks

IAPD individual key

6738143

• Occurred

  Mar 10, 2022
  Advisor changed firm

  Lauren Elizabeth Way left Fidelity Personal And Workplace Advisors for Elwood & Goetz (registered 2022-06-30)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e731f7ef-ad7d-a294-d6f9-9ef1cac3a51e

First observed

Apr 8, 2019

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.