Matthew Edwin Greene

Current Employers

Employment History

• 08/2012 → Present
  Lpl Financial Llc
  Covington, LA
• 08/2024 → Present
  Pelican Family Office
  Covington, LA

Other Businesses

1. 10/4/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 01/01/2017 - 40 Hours Per Month/5 Hours During Securities Trading. 2. 2/25/2020 - St. Tammany Parish School Board - Not Investment Related - Location/Address: N/A - Non-Profit Board Member - School Board Member - Started 01/01/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Elected to the St. Tammany Parish School Board. 3. 03/24/2022 - MATA Real Estate LLC - Investment Related - 339, 341, 343, 345 Commonwealth Blvd Oxford, MS 38655 - Real Estate Rental - Start Date - 01/10/2022 - 5 Hours Per Month/0 Hours During Securities. 4. 04/04/2022 - 2495 Old Taylor Rd LLC - Investment Related - Oxford MS 38655 - Real Estate Rental - Start Date - 02/01/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading. 5. 09/13/2024 - LPL - Registered Representative Investment Related - At Reported Business Location(s) - Start Date 08/2012 - 1000 Hours Per Month/ 800 Hours During Trading - The firm is separate from and independent of Pelican Advisory LLC. 6. 09/13/2024 - Pelican Advisory LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 06/01/2024 - 1000 Hours Per Month/ 800 Hours During Trading - I provide investment advisory services through Pelican Advisory LLC, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 1000 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. Pelican Family Office - Not investment related - Owner - Started 01/2025. Holding Company for RIA. 1000 Hours Per Month/ 800 Hours During Trading. 8. PFO Management LLC - Not Investment related - Owner - Started 01/2025. 1000 Hours Per Month/ 800 Hours During Trading. 9. PFO Consulting LLC - Not Investment related - Owner - Started 01/2025. 1000 Hours Per Month/ 800 Hours During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-20
• S63 Uniform Securities Agent State Law Examination
  2005-08-10

Other Names

• Matt Greene
• Matthew Edwin Greene
• Matthew Edwin Greene