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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A.A.(Trey) Henderson Iii Pc | Houston | TX | 06/1996 | Present |
| Next Financial Group Inc | Houston | TX | 05/2013 | 06/2025 |
| Mutual Advisors, Llc. | Casper | WY | 06/2025 | Present |
1. Attorney at Law - AA (Trey) Henderson III, PC, Start Date: 10/01/1992, 21334 Prairie Plains Ln., Richmond, TX 77406, Professional Corporation, Provide Legal Services, President, Provide Legal Services including entity formation, sales of businesses, Real Estate, Estate Planning, Not Investment Related, 40 Hours per month, 2 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 01/01/2007, 21334 Prairie Plains Ln, Richmond, TX 77406, Insurance, Sales, Insurance - have license for annuities and occasional Term or Whole Life, Investment Related, 1 Hour per month, .25 hours per day during trading hours. 3. Houston Bank and Trust, Start Date: 01/10/2023, 5333 Westheimer, Houston, TX 77057, Corporation, Bank, Outside Director - Chairman of the Board, An outside Board of Community Bank, Board provides oversight to the bank but does not participate in day to day activities, Monthly meetings to see progress of Bank, Board sets general policies, Investment Related, 5 Hours per month, .25 Hours per day during trading hours. 4. Purple Clover Wealth Management LLC, Start Date: 06/16/2025, 2134 Prairie Plains Ln, Richmond, TX 77406, LLC, Operating Company for pass through income, President, Operating Company for pass through income from RIA business, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours. 5. Houston Bank and Trust, Start Date: 10/15/2025, 2603 Augusta Dr., Houston, TX 77057, Corporation, Board of Directors of Community Bank, Board Member, Outside Direct of a Community Bank, The Board oversees the bank but is not involved in the date to day affairs, Board Members are not employees of the bank, I am not involved in the Bank's money raise to open, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-12 |
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