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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-11 |
| TN | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone, Rudolph & Henry, Cpa | Clarksville | TN | 07/1988 | Present |
| Woodbury Financial Services | Clarksville | TN | 10/2005 | 01/2024 |
| Osaic Wealth, Inc. | Clarkville | TN | 01/2024 | Present |
1. BLUE CROSS/BLUE SHIELD; NONINVT REL; 1 CAMERON HILL CIRCLE, CHATTANOOGA TN 37402; HEALTH INSURANCE; AGENT; START 01/01/2001; 1 HR/MTH; 1 HR/MTH DURING TRADING; HEALTH INSURANCE, AGENT. 2. H&Y PARTNERSHIP POSITION: Partner NATURE: General Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/31/1994 ADDRESS: 124 Center Pointe Drive, Clarksville TN 37040, United States DESCRIPTION: Perform the accounting duties for rental property and make management decisions. 3. THOMAS HENRY POSITION: Agent NATURE: Sole Proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/07/2015 ADDRESS: 124 Center Pointe Drive, CLARKSVILLE TN 37040, United States DESCRIPTION: Provide long-term care and fixed insurance products to clients. 4. SRH RENTALS POSITION: Partner NATURE: General Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/01/1993 ADDRESS: 124 Center Pointe Drive, Clarksville TN 37040, United States DESCRIPTION: I participate in the management decisions of this entity and prepare the tax return. This is a partnership which owns the real estate used in Clarksville by Stone, Rudolph & Henry, PLC. 5. B&H ENTERPRISES, INC. POSITION: Secretary/Treasurer NATURE: Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/06/2015 ADDRESS: 124 Center Pointe Drive, Clarksville TN 37040, United States DESCRIPTION: Accounting and tax preparation. Also involved in management decisions. 6. AUSTIN PEAY STATE UNIVERSITY POSITION: College of Business Advisory Board Member NATURE: State University INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/27/2012 ADDRESS: 601 College Street, 124 Center Pointe Drive, Clarksville TN 37040, United States DESCRIPTION: I serve on the Advisory Board of the College of Business. The Board is designed to help with accreditation and provide input on curriculum. 7. FUEL MINISTRIES POSITION: Treasurer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/16/2012 ADDRESS: 124 Center Pointe Drive, Clarksville TN 37040, United States DESCRIPTION: Effective 1/1/2021, I serve as treasurer of the board of this nonprofit. I previously served as Board Chairman until the previous treasure retired from the board. Since no other board member had the understanding of accounting necessary to serve as treasurer, I stepped down from chairman to treasurer. I keep the accounting records and prepare reports for the board. I've removed myself from any bill paying capacity in order to comply with Woodbury's policies. 8. STONE, RUDOLPH & HENRY, PLC POSITION: Managing Principal NATURE: Professional Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/1988 ADDRESS: 124 Center Pointe Drive, Clarksville TN 37040, United States DESCRIPTION: The activity is a public accounting firm. I am a Certified Public Accountant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-16 |
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