Thomas Patrick Loonie

Current Employers

Employment History

• 05/2004 → Present
  Lpl Financial Llc
  Waltham, MA
• 06/2004 → 12/2021
  Bay Financial Advisors, Inc.
  Waltham, MA
• 09/2015 → Present
  Peachtree Wealth Strategies Llc
  Waltham, MA

Previous Registrations

• 2004-04-07 → 2021-12-31
  Bay Financial Advisors, Inc.
  Waltham, MA

Other Businesses

(1) 05/21/2004 - No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - SELL LIFE, FIXED ANNUITIES, HEALTH, DIS, LTC, GROUP (2) 05/21/2004 - No Business Name - DBA ONLY - BAY FINANCIAL ASSOCIATES, LLC - INV REL - At Reported Business Location(s) (3) 09/04/2015 - PEACHTREE WEALTH STRATEGIES LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Peachtree Wealth Strategies LLC - INV REL - Start 08/01/2015 - Bay Financial Associates 130 Turner Street Waltham, MA 02454-9086 & Peachtree Wealth Strategies 3580 Pierce Drive Suite 100 Chamblee, GA 30341 - Peachtree Wealth Strategies LLC is an existing LPL DBA. Since my name and bio are on the website and I provide case development support, according to LPL compliance auditors, I need to list PWS as an active OBA. - 0 Hr/Mo (4) 06/23/2016 - No Business Name - Notary - NOT INV REL - Start 07/18/2012 - 130 Turner Street Waltham, MA - Occasionally notarize documents for advisors of Bay Financial - 1 Hr/Mo; 1 During Secs Trdg Hrs - notary public 5) 10/17/2025 - TPL Financial Corporation - Investment Related - Business Entity For Tax/Investment Purposes Only - Franklin, MA - Start Date:09/12/2025 - 1 Hrs/Mth - 1 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-22