Frances Robinson-Bidwell has been an investment adviser representative at Pelican Investment Advisors since July 2026, and is not listed among the firm’s executive officers or direct owners.
Pelican Investment Advisors, LLC is a Baton Rouge, LA firm with $129M under management, 270 clients and 10 advisers across 5 offices, as of its June 2026 filing.
Frances Robinson-Bidwell’s longest registration was 10 years at Morgan Stanley (2013–2023). Before joining Pelican Investment Advisors in 2026, Frances Robinson-Bidwell was registered through Level Four Advisory Services and Morgan Stanley.
- – present · under a yearAlbuquerque, NM · Adviser representative · Firm CRD 313227
- Level Four Advisory Services– · 2 yearsAlbuquerque, NM · Adviser representative · Firm CRD 134086
- Morgan Stanley– · 10 yearsAlbuquerque, NM · Adviser representative · Firm CRD 149777
- Wells Fargo Advisors, LLC– · 5 yearsSanta Fe, NM · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 1 yearSanta Fe, NM · Adviser representative · Firm CRD 4
Investment adviser representative registrations
Frances Robinson-Bidwell is registered as an investment adviser representative in New Mexico, since July 2026.
- New MexicoSince 1 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 October 2006 |
| Series 7 | General Securities Representative Examination | 5 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Frances A Robinson-Bidwell
- CRD
- 3062026
- Firm
- Pelican Investment Advisors · CRD 313227
- Office
- Albuquerque, NM
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Frances Robinson-Bidwell work?
Frances Robinson-Bidwell is an investment adviser representative registered through Pelican Investment Advisors, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Frances Robinson-Bidwell a financial advisor?
Yes. Frances Robinson-Bidwell has a current investment-adviser registration in New Mexico, through Pelican Investment Advisors since July 2026.
How many years of experience does Frances Robinson-Bidwell have?
Frances Robinson-Bidwell has 20 years in the financial industry, since July 2006, across 5 adviser firms.
What exams has Frances Robinson-Bidwell passed?
Frances Robinson-Bidwell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2006. FINRA credited Frances Robinson-Bidwell with the SIE, which began in October 2018.
Where did Frances Robinson-Bidwell work before Pelican Investment Advisors?
Before Pelican Investment Advisors, Frances Robinson-Bidwell was registered through Level Four Advisory Services, July 2023 to June 2026; Morgan Stanley, April 2013 to July 2023; Wells Fargo Advisors, LLC, January 2008 to April 2013; A. G. Edwards & Sons, Inc., December 2006 to January 2008.
Where is Frances Robinson-Bidwell based?
Frances Robinson-Bidwell’s registered office is in Albuquerque, NM.
Is Frances Robinson-Bidwell registered with FINRA?
No. Frances Robinson-Bidwell has no current broker registration.
How can I verify Frances Robinson-Bidwell’s record?
Search CRD 3062026 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Frances Robinson-Bidwell’s full registration record.
