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16924 Frances Street Suite 206, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-29 |
| TX | RA | APPROVED | 2019-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 03/2011 | 05/2019 |
| Stewardship Advisory Group, Llc | Ocoee | FL | 04/2013 | 05/2019 |
| Mark Henry D/B/A/ Stewardship Planned Giving | Tyler | TX | 03/2011 | Present |
| East Texas Catholic Foundation | Tyler | TX | 01/2018 | 09/2021 |
| Virtue Wealth Counsel, Llc | Omaha | NE | 05/2019 | Present |
MARK HENRY d/b/a Stewardship Planned Giving - Position: President; Date of Employment: 3/2011; Hours: up to 30 hours per week as needed. Address: 6713 Old Jacksonville Hwy, Tyler, Texas 75703 - Description: Not investment related. Provide stewardship based charitable gift planning services to Christian churches. Mark Henry d/b/a Thunderhorse Ranch located at 2351 Mirabeau Drive, Tyler, TX 75763. 100% owner. Not investment related; in the business of real estate rental. Date of employment 6/1/2020; work 2 hours per month. Estimated compensation of 20% gross annual income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-18 |
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