Investment adviser representative · Pelican Financial Planning And Wealth, Pllc
Genevieve E. George
CRD 6494485 · Jupiter, FL
At a glance
Genevieve E. George is an investment adviser representative with Pelican Financial Planning And Wealth, Pllc in Jupiter, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Genevieve’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Pelican Financial Planning And Wealth, PllcSince July 2025Jupiter, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Genevieve’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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