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William Patrick Harmon

Harmon Financial Advisors, Inc.

Flowood, MS

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Current Employers
Harmon Financial Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2011-02-24
MS RA APPROVED 2011-02-23
  • LA RA
    APPROVED
    Since 2011-02-24
  • MS RA
    APPROVED
    Since 2011-02-23

Branch Locations

10 Canebrake Blvd. Suite 110-10, Flowood, MS 39232 • 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
Harmon Cpa, Pllc Flowood MS 09/1997 Present
Harmon Financial Advisors, Inc Flowood MS 04/2014 Present
Provident Medical Solutions, Inc. Flowood MS 01/2024 Present
  • 09/1997 → Present
    Harmon Cpa, Pllc
    Flowood, MS
  • 04/2014 → Present
    Flowood, MS
  • 01/2024 → Present
    Provident Medical Solutions, Inc.
    Flowood, MS
Previous Registrations
  • 2009-05-07 → 2011-02-22
    Avantax Advisory Services
    Brandon, MS
  • 2007-11-12 → 2009-03-31
    Ridgeland, MS
  • 2005-03-22 → 2007-11-16
    Avantax Advisory Services
    Brandon, MS
Other Businesses

HARMON CPA, PLLC ~'NIR'~1929 SPILLWAY ROAD~~BRANDON~MS~39047~BUSINESS/MANAGEMENT CONSULTING~OWNER/SOLE PROPRIETER~1/1997~48HRS~0HRS~TAX PREPARATION AND CONSULTING PROVIDENT MEDICAL SOLUTIONS, INC. - NON-INVESTMENT RELATED - FLOWOOD, MS - MEDICAL SUPPLY SUPPLIER - CONTRACTED CFO - START: 01/2024; 40HRS/MO - ACCOUNTING & TAXES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-29
S63 Uniform Securities Agent State Law Examination 1995-12-19
S65 Uniform Investment Adviser Law Examination 1995-12-19
  • S66 Uniform Combined State Law Examination
    2004-09-29
  • S63 Uniform Securities Agent State Law Examination
    1995-12-19
  • S65 Uniform Investment Adviser Law Examination
    1995-12-19
Designations
Other Names
  • Pat Harmon
  • W. Patrick Harmon

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