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Genevieve Elizabeth George

Principal / Chief Compliance OfficerPelican Financial Planning and Wealth, PLLCCRD 6494485

About Genevieve Elizabeth George

Genevieve Elizabeth George is listed as Principal / Chief Compliance Officer at Pelican Financial Planning and Wealth, PLLC in Jupiter, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Pelican Financial Planning and Wealth, PLLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Genevieve Elizabeth George work?

Genevieve Elizabeth George is listed as Principal / Chief Compliance Officer at Pelican Financial Planning and Wealth, PLLC on SEC Form ADV.

How much of Pelican Financial Planning and Wealth, PLLC does Genevieve Elizabeth George own?

Form ADV reports a beneficial ownership band of Over 75%.

Pelican Financial Planning and Wealth, PLLC

TitlePrincipal / Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2025