Tom Patrick Homestead

Current Employers

Employment History

• 07/2010 → Present
  Guardian Life Insurance Co Of America
  Melville, NY
• 07/2018 → 07/2018
  Park Avenue Securities Llc
  Melville, NY
• 07/2018 → 02/2021
  Kestra Financial, Inc.
  Hicksville, NY
• 02/2021 → Present
  Lion Street Financial
  Hicksville, NY
• 02/2021 → Present
  Csenge Advisory Group
  Clearwater, FL
• 04/2024 → Present
  Merkkuri Wealth Advisors Llc
  Hicksville, NY
• 10/2025 → Present
  Integrity Alliance, Llc
  Jericho, NY

Previous Registrations

• 2021-02-09 → 2024-05-31
  Csenge Advisory Group, Llc
  Clearwater, FL
  Hicksville,, NY
• 2018-07-24 → 2021-02-05
  Kestra Advisory Services, Llc
  Hicksville, NY
  Austin, TX
  Hicksville, NY
• 2008-03-04 → 2018-07-19
  Park Avenue Securities Llc
  Melville, NY

Other Businesses

1) Pareshah Partners; Investment Related; 333 Jericho Tpke, Suite 211, Jericho, NY 11753; admin and securities related work; Independent Contractor; 01/01/2018;p 80 hours per month; 80 hours during security hours; I help Paresh Shah with service work for his client and am paid a 1099 hourly wage for my time by him. 2) P&C Insurance; not investment related; 33 Main St, West Sayville, NY 11796; Fixed insurance; Broker; 01/01/2019; 10 hours per month; 10 hours during security hours; Review current P&C coverages and make recommendations. 3) Merkkuri Wealth Advisors; Investment Related; 333 Jericho Tpke, Suite 211, Jericho, NY 11753; Wealth Advisory business; RIA; 4/01/2024; 120 hours per month; 1250 hours during security hours; fee based wealth advisory business. 4) Medicare supplement plans; not investment related; 225 Wireless Blvd, Suite 200, Hauppauge, NY 11788; Medicare supplement sales; 20 hours per month; 10 hours during security hours; I use PGP to set clients up with Medicare supplement plans. I use them as a resource on the plans and put the business through them and get paid a % of the commission. 5) Advisors Excel Fixed annuity; not investment related; 2950 SW McClure Rd, Topeka, KS 66614; Fixed annuity sales; Broker; 01/01/2024; 10 hours per month; 10 hours during security hours; Put our fixed annuity business through Advisors Excel. 6) OHANA GLOBAL ALLIANCE POSITION: broker NATURE: Global and US distributor of life insurance and fixed rate annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 825 S Primrose Ave, Suite E, Monrovia CA 91016, United States DESCRIPTION: I use this as the agency to place some life insurance business through

Exams

• S66 Uniform Combined State Law Examination
  2007-07-27

Other Names

• Tom P Homestead
• Tom Patrick Homestead