Anthony Robert Henderson

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 04/2018
  Proequities, Inc.
  Conway, AR
• 09/2015 → 04/2018
  (Dba) Heritage Creek Financial
  Shirley, AR
• 04/2018 → 04/2021
  Lpl Financial
  Conway, AR
• 04/2018 → 04/2021
  Level Four Advisory Services
  Conway, AR
• 04/2021 → 06/2025
  Avantax Insurance Agency, Llc.
  Tulsa, OK
• 04/2021 → 06/2025
  Avantax Investment Services Inc.
  Tulsa, OK
• 04/2021 → 06/2025
  Avantax Advisory Services
  Tulsa, OK
• 06/2025 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2021-04-29 → 2025-06-20
  Avantax Advisory Services
  Tulsa, OK
  Alpharetta, GA
  Dallas, TX
  Tulsa, OK
  Tulsa, OK
• 2018-04-13 → 2021-04-30
  Level Four Advisory Services
  Conway, AR
  Tulsa, OK
• 2015-09-25 → 2018-04-23
  Concourse Financial Group Securities, Inc.
  Conway, AR
  Vilonia, AR
  Conway, AR
• 2013-11-14 → 2015-09-25
  Crews & Associates, Inc.
  Conway, AR
  Heber Springs, AR
  Little Rock, AR

Other Businesses

1)MYWEALTHCPA POSITION: Owner NATURE: Wealth Management INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 04/15/2021 ADDRESS: 2738 E 51st Street, Suite 370, Tulsa OK 74105, United States DESCRIPTION: Owner and Wealth ManagementDBA for investment side of business

Exams

• S66 Uniform Combined State Law Examination
  2008-04-18

Other Names

• Tony Robert Henderson