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Sherrie Johnson Smith

Eversource Wealth Advisors, LLC

Dallas, TX

Dallas, TX

Birmingham, AL

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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-02
  • TX RA
    APPROVED
    Since 2026-04-02

Branch Locations

4849 Greenville Ave., Suite 100, Dallas, TX 75206 • United States

Dallas, TX • United States

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • 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
White Rock Rowing Dallas TX 08/2015 12/2019
Southern Methodist University Dallas TX 08/2016 05/2017
Park Cities Presbyterian Church Dallas TX 01/2017 07/2017
Eventide Asset Management, Llc Dallas TX 07/2017 12/2024
Northern Lights Distributors, Llc Elkhorn NE 06/2018 10/2021
Foreside Fund Services, Llc Dallas TX 11/2021 12/2023
Eversource Wealth Advisors, Llc Dallas TX 08/2025 Present
N/A Dallas TX 12/2024 08/2025
  • 08/2015 → 12/2019
    White Rock Rowing
    Dallas, TX
  • 08/2016 → 05/2017
    Southern Methodist University
    Dallas, TX
  • 01/2017 → 07/2017
    Park Cities Presbyterian Church
    Dallas, TX
  • 07/2017 → 12/2024
    Eventide Asset Management, Llc
    Dallas, TX
  • 06/2018 → 10/2021
    Northern Lights Distributors, Llc
    Elkhorn, NE
  • 11/2021 → 12/2023
    Foreside Fund Services, Llc
    Dallas, TX
  • 08/2025 → Present
    Eversource Wealth Advisors, Llc
    Dallas, TX
  • 12/2024 → 08/2025
    N/A
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-02
S63 Uniform Securities Agent State Law Examination 2021-02-25
  • S65 Uniform Investment Adviser Law Examination
    2026-04-02
  • S63 Uniform Securities Agent State Law Examination
    2021-02-25
Other Names
  • Sherrie Ann Ramsey
  • Sherrie Ann Johnson

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
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