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Sheri Eddings Robinson

Avidian Wealth Solutions

Houston, TX

Equality, AL

CRD 4622029

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Employer firm

Avidian Wealth Solutions CRD 127186

$4.76B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Avidian Wealth Solutions

800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-01-20
  • AL RA
    APPROVED
    Since 2026-01-20

Branch Locations

800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States

Equality, AL • 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
Linscomb & Williams Inc. Houston TX 03/2013 01/2026
Avidian Wealth Enterprises Llc Houston TX 01/2026 Present
  • 03/2013 → 01/2026
    Linscomb & Williams Inc.
    Houston, TX
  • 01/2026 → Present
    Avidian Wealth Enterprises Llc
    Houston, TX
Previous Registrations
  • 2021-03-11 → 2026-02-03
    Houston, TX
    Birmingham, AL
  • 2013-03-22 → 2020-12-31
    Houston, TX
    Birmingham, AL
  • 2008-02-25 → 2013-03-13
    Pnc Managed Account Solutions, Inc.
    Houston, TX
  • 2007-05-01 → 2008-02-29
    Fsc Securities Corporation
    Birmingham, AL
    Houston, TX
  • 2003-07-10 → 2007-01-12
    Amsouth Investment Management Company Llc
    Birmingham, AL
  • 2003-01-03 → 2003-07-30
    Amsouth Investment Services, Inc.
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-31
S63 Uniform Securities Agent State Law Examination 1999-10-04
  • S66 Uniform Combined State Law Examination
    2008-01-31
  • S63 Uniform Securities Agent State Law Examination
    1999-10-04
Designations
  • Certified Financial Planner
Other Names
  • Sheri Louise Eddings

View on SEC IAPD

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