Brennan Joseph Mitchell
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Stephens IncJun 2025 to now
- Stephens IncJun 2024 to Aug 2024
- Sooner ValetOct 2023 to Apr 2025
- City of SouthlakeMay 2023 to Aug 2023
- University of OklahomaAug 2022 to Dec 2024
- City of SouthlakeMay 2022 to Aug 2022
- University of ArkansasAug 2021 to May 2022
- HG Supply CoMay 2021 to Aug 2021
- City of SouthlakeJul 2020 to Sep 2020
- Keller PointeMay 2019 to Aug 2019
- Keller High SchoolAug 2017 to May 2021
- Indian Spring Middle SchoolJun 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Stephens
Legal name: Stephens Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7935330
- 3496