Best Investors Account Sign in

Gowri Panthagani

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Coppell, TX

Flower Mound, TX

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-05
  • TX RA
    APPROVED
    Since 2024-12-05

Branch Locations

740 N Denton Tap Rd, Coppell, TX 75019 • United States

6161 Long Prairie Rd, Flower Mound, TX 75028 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano TX 03/2022 Present
Wood Forest National Bank Lewisville TX 11/2020 03/2022
Macys Lewisville TX 08/2015 02/2020
Macys Frsico TX 02/2020 11/2020
Bank Of America, N.A. Plano TX 12/2024 Present
  • 03/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Plano, TX
  • 11/2020 → 03/2022
    Wood Forest National Bank
    Lewisville, TX
  • 08/2015 → 02/2020
    Macys
    Lewisville, TX
  • 02/2020 → 11/2020
    Macys
    Frsico, TX
  • 12/2024 → Present
    Bank Of America, N.A.
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-21
  • S66 Uniform Combined State Law Examination
    2024-10-21

View on SEC IAPD

Other Firms

COLLECTIVE WEALTH ADVISORS LLC
GENEOS WEALTH MANAGEMENT, INC.
INDEPENDENT FINANCIAL GROUP, LLC
OPTIMUS CAPITAL ADVISORS, LLC
MAIN STREET RETIREMENT PLANNING, LLC
RANCHWOOD CAPITAL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
VARSITY FINANCIAL GROUP LLC

Other Investors

ROBERT SCOTT MAXWELL
DEWAYNE RAY NELSON
CHEREE RAY BURNETTE
THOMAS RUDOLF PHILIPP
Colton Patrick Shields
KARL EDGAR COLE
JAMES PATRICK GONZALES
JOHN CHRISTIAN GESEK

Other Offices

COLLECTIVE WEALTH ADVISORS LLC · COPPELL, TX
GENEOS WEALTH MANAGEMENT, INC. · COPPELL, TX
INDEPENDENT FINANCIAL GROUP, LLC · COPPELL, TX
OPTIMUS CAPITAL ADVISORS, LLC · COPPELL, TX
MAIN STREET RETIREMENT PLANNING, LLC · COPPELL, TX
RANCHWOOD CAPITAL MANAGEMENT · COPPELL, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Coppell, TX
VARSITY FINANCIAL GROUP LLC · COPPELL, TX

More in Coppell, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor