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Gloria Ann Bohannon

Mercantile Investment Advisors

Wichita Falls, TX

Wichita Falls, TX

CRD 1938011

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Employer firm

Mercantile Investment Advisors CRD 165094

$146M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters

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

Current Employers
Mercantile Investment Advisors

901 Indiana Ave Suite 450, Wichita Falls, TX 76301 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-09-29
  • TX RA
    APPROVED
    Since 2017-09-29

Branch Locations

2700 C Midwestern Parkway, Wichita Falls, TX 76308 • United States

901 Indiana Ave Suite 450, Wichita Falls, TX 76301 • 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
Mercantile Advisors I, Llc Wichita Falls TX 07/2012 Present
  • 07/2012 → Present
    Mercantile Advisors I, Llc
    Wichita Falls, TX
Previous Registrations
  • 2003-03-20 → 2006-04-12
    Herbert R Smith Incorporated
    Wichita Falls, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-29
S63 Uniform Securities Agent State Law Examination 1989-06-16
  • S65 Uniform Investment Adviser Law Examination
    2017-09-29
  • S63 Uniform Securities Agent State Law Examination
    1989-06-16
Other Names
  • Gloria A Bohannon

View on SEC IAPD

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