Richard T. Bone
Professional summary
Richard Thomas Bone, who also goes by Richard Thomas Bone, Richard Bone, is a registered financial professional currently at GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas.
Richard is registered as a RR (Registered Representative) and started their career in finance in 2000. Richard has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Richard Thomas Bone's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2025 - Present
GUIDESTONE FINANCIAL SERVICES
Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152March 30, 2023 - January 10, 2024
CHARLES SCHWAB & CO., INC.
November 1, 2022 - December 20, 2023
TD AMERITRADE, INC.
February 12, 2021 - November 1, 2022
CHARLES SCHWAB & CO., INC.
July 14, 2014 - January 28, 2021
TD AMERITRADE CLEARING, INC.
December 10, 2012 - September 17, 2013
TD AMERITRADE CLEARING, INC.
August 27, 2009 - December 31, 2010
TD AMERITRADE CLEARING, INC.
May 24, 2007 - October 20, 2021
TD AMERITRADE, INC.
August 29, 2006 - May 24, 2007
TD AMERITRADE CLEARING, INC.
July 10, 2003 - July 17, 2006
AVANTAX INVESTMENT SERVICES, INC.
September 19, 2000 - April 12, 2002
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/22/2025)
Exams
FINRA
Current Firm
GUIDESTONE FINANCIAL SERVICES
CRD#: 148249 / SEC#: , 8-67995
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | MEMBER | |
| BAILEY, CHAD MICHAEL | PRESIDENT | 5567481 |
| COOK, ROBERT SCOTT | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | 5587943 |
| HALPIN, JEREMY LOWELL | FINOP/CFO/TREASURER | 6560503 |
| HAMES, DEANA FOLMAR | DIRECTOR | 7444625 |
| KELLY, CHRISTOPHER LEE | DIRECTOR | 7178167 |
| TUCKER, JASON | DIRECTOR | 8141526 |
Red Flags
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