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Genevieve Elizabeth George

Pelican Financial Planning And Wealth, Pllc

Jupiter, FL

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Current Employers
Pelican Financial Planning And Wealth, Pllc

110 Front Street Suite 300, Jupiter, FL 33477 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-22
TX RA APPROVED_RES 2025-07-28
  • FL RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED_RES
    Since 2025-07-28

Branch Locations

110 Front Street Suite 300, Jupiter, FL 33477 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hbk Cpas And Consultants Stuart FL 10/2010 09/2022
Hbks Wealth Advisors Stuart FL 04/2015 09/2022
Purshe Kaplan Sterling Investments Albany NY 05/2015 12/2020
Ballentine Partners, Llc Palm Beach Gardens FL 10/2022 10/2023
Hamilton Capital, Llc Columbus OH 11/2023 04/2025
Pelican Education, Llc Jupiter FL 04/2025 Present
Pelican Financial Planning And Wealth, Pllc Jupiter FL 04/2025 Present
Pelican Accounting And Tax, Pllc Jupiter FL 02/2025 Present
  • 10/2010 → 09/2022
    Hbk Cpas And Consultants
    Stuart, FL
  • 04/2015 → 09/2022
    Stuart, FL
  • 05/2015 → 12/2020
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 10/2022 → 10/2023
    Ballentine Partners, Llc
    Palm Beach Gardens, FL
  • 11/2023 → 04/2025
    Hamilton Capital, Llc
    Columbus, OH
  • 04/2025 → Present
    Pelican Education, Llc
    Jupiter, FL
  • 04/2025 → Present
    Jupiter, FL
  • 02/2025 → Present
    Pelican Accounting And Tax, Pllc
    Jupiter, FL
Previous Registrations
Other Businesses

1.) Treasurer for Impact100 Martin, Inc. Non-profit organization of at least 100 women that pay $1,100 for membership and give grants in $100,000 increments. Serving as Treasurer, but previously involved as Board Chair (2 years) and Events chair (2 years). 2.) Board Member for Wild Dolphin Project 3.) Finance Committee Member for Martin County Healthy Start Coalition, a nonprofit Organization that offers support and education to pregnant women, infants, and their families. 4.) Uniquity by GG - hand painted items by order 5-10 hours outside regular business hours. 5.) Office Manager - Sherwood Designs, LLC - Helps with husband's com Quickbooks and some tax filings. Outside of regular business hours. 6.) Vice President and Owner for Mike Douglas Entertainments, LLC - Assist with footage and memorabilia management. 10% owner approximately 5 hours a month, outside business hours. 7.) Pelican Accounting and Tax, PLLC; Investment Related; Accounting and Tax Preparation Firm; Manager/Owner; Start Date 02/2025; Approx. 25 hours/month 8.) Pelican Education, LLC; Investment Related; Provides general financial education; Manager/Owner; Start Date 02/2025; Approx. 2 hour/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-29
  • S66 Uniform Combined State Law Examination
    2016-03-29
Designations
Other Names
  • Genevieve Elizabeth Roberts
  • Genevieve George

View on SEC IAPD

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