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Frances A Robinson-Bidwell

Pelican Investment Advisors, LLC

Baton Rouge, LA

Albuquerque, NM

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Current Employers
Pelican Investment Advisors, Llc

10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-07-01
  • NM RA
    APPROVED
    Since 2026-07-01

Branch Locations

10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States

Albuquerque, NM • 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
Morgan Stanley/Ms Private Bank Na Santa Fe NM 04/2013 07/2023
Level Four Financial, Llc Dallas TX 07/2023 06/2026
Level Four Advisory Services, Llc Dallas TX 07/2023 06/2026
Pelican Investment Advisors, Llc Baton Rouge LA 06/2026 Present
  • 04/2013 → 07/2023
    Morgan Stanley/Ms Private Bank Na
    Santa Fe, NM
  • 07/2023 → 06/2026
    Level Four Financial, Llc
    Dallas, TX
  • 07/2023 → 06/2026
    Level Four Advisory Services, Llc
    Dallas, TX
  • 06/2026 → Present
    Pelican Investment Advisors, Llc
    Baton Rouge, LA
Previous Registrations
Other Businesses

STARTED 10/2009 - WOMENS BOARD OF THE MUSEUM OF NEW MEXICO, NON-PROFIT, NOT INVESTMENT RELATED, ENDOWMENT COMMITTEE CHAIR, SPEND APPROXIMATELY 1 HOUR PER MONTH AFTER TRADING HOURS TO THIS ACTIVITY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-06
  • S66 Uniform Combined State Law Examination
    2006-10-06
Other Names
  • Frances Ann Griswold

View on SEC IAPD

Other Firms

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CETERA INVESTMENT ADVISERS LLC
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
3RD STREET CAPITAL MANAGEMENT L.L.C.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL
Thomas S Piland
BRIAN M SARTIN
Michael T Fels
Paul B Langston
TERENCE E GINN

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP · BATON ROUGE, LA
MORGAN STANLEY · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · BATON ROUGE, LA

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