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Mitchell Clint Brown

Harmon Financial Advisors, Inc.

Ridgeland, MS

CRD 4916063

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Employer firm

Harmon Financial Advisors, Inc. CRD 155345

$16.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • REITREMENT PLAN CONSULTING SERVICES

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

Current Employers
Harmon Financial Advisors, Inc.

10 Canebrake Blvd. Suite 110-10, Flowood, MS 39232 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-12-26
  • MS RA
    APPROVED
    Since 2023-12-26

Branch Locations

735 Avignon Drive Suite 1, Ridgeland, MS 39157 • 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
Brown Cpa, Pllc Ridgeland MS 01/2008 Present
Harmon Financial Advisors, Inc Flowood MS 03/2013 Present
Mckenzie Cpa, Pllc Ridgeland MS 07/2016 02/2019
  • 01/2008 → Present
    Brown Cpa, Pllc
    Ridgeland, MS
  • 03/2013 → Present
    Flowood, MS
  • 07/2016 → 02/2019
    Mckenzie Cpa, Pllc
    Ridgeland, MS
Previous Registrations
  • 2009-06-18 → 2012-11-20
    Avantax Advisory Services
    Petal, MS
Other Businesses

1)BROWN CPA, PLLC ~'NIR'~369 TOWNE CENTER BLVD~~RIDGELAND~MS~39157~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~1/2008~40HRS~ACCOUNTING, TAX PREP, CONTROLLER ACTIVITIES, FINANCIAL SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-28
S66 Uniform Combined State Law Examination 2006-01-04
  • S65 Uniform Investment Adviser Law Examination
    2009-05-28
  • S66 Uniform Combined State Law Examination
    2006-01-04

View on SEC IAPD

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