Sue H Patrick

Current Employers

Employment History

• 01/1986 → Present
  Sue Patrick Cpa
  Woodbury, TN
• 07/2000 → 11/2022
  Avantax Investment Services, Inc
  Woodbury, TN
• 03/2004 → 11/2022
  Avantax Advisory Services
  Woodbury, TN
• 12/2022 → Present
  Trustmont Financial Group, Inc.
  Greensburg, PA
• 12/2022 → Present
  Trustmont Advisory Group, Inc.
  Greensburg, PA

Previous Registrations

• 2004-03-29 → 2022-11-30
  Avantax Advisory Services
  Woodbury, TN

Other Businesses

1) Cannon Co. Election Commission 120 S Tatum St., Woodbury, TN 37190 Elected/Appointed Public Official Member of the Board of Directors 4/1/2000 0-2 HPM appointed by state, meetings are called as needed, work with administrator of elections, oversee all elections in county. 2) Sue H. Patrick Rentals 109 Lester St Woodbury, TN 37190 Rental Property Owner/Management /Sole Proprietor 9/1/2004. 0-1 HPM. Own and manage single family residential homes, farm land and commercial buildings . Rental locations: 1. Commercial building , 2 sides with 2 Units: 109 Lester St., Woodbury, TN 37190. 2. Single family home, 125 Meadowbrook Dr., Woodbury, TN 37190. Have a manager who manages the two single dwellings and approves tenants and takes care of repairs, collecting rent. etc. 3. Single family home, 33 Hill Creek Rd, Woodbury, TN 37190, Have a manager who manages the two single dwellings and approves tenants and takes care of repairs, collecting rent. etc. 4. 35 Acres farm land, 860 Hill Creek Rd, Woodbury, TN 37190. Renter grows soybeans and corn, pays rent per acre 3) Sue H. Patrick CPA Tax Services, Inc 109 Lester St., Ste 1, Woodbury, TN 37190. Tax Preparation/Accounting - 1/1/2009 -100 + HPM. Manage the practice, prepare returns, business planning , prepare books and payrolls, consult and advise. 4) DBA Sue H. Patrick CPA 109 Lester St. Woodbury, TN 37190. - Owner/Sole Proprietor; Provide Financial services and advice, sell securities products, mutual funds, stocks, bonds, long term care insurance , life insurance, assist with retirement, education and savings planning. 1/1/2009 -20 HPM. 5) Woodbury Lions Club: PO Box 377 Woodbury TN 37190- Other Director/Officer 7/1/2009 4hrs~0hrs - board member- membership chairman- Help develop policies and procedures and decisions

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-09

Other Names

• Sue H Mitchell
• Sue H Holt