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
| Title | Principal / Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |