Thomas Holmes Herlong

Current Employers

Employment History

• 03/1993 → Present
  New York Life Insurance Company
  Charlotte, NC
• 07/1993 → Present
  Nylife Securities Inc.
  Charlotte, NC
• 02/2011 → Present
  Eagle Strategies Llc
  Johnston, SC
• 02/2014 → 01/2023
  Herlong & Doran Financial Group, Llc
  Johnston, SC
• 01/2023 → Present
  The Herlong Financial Group Llc
  Johnston, SC

Other Businesses

[Harmony United Methodist Church; Chairman of Finance Committee; 471 Lee St, Johnston, SC 29832; Start Date: 10/2002; Role/Title: Director; Not investment related; 4 hours per month] [Piedmont Technical College; Chairman of Planned Giving Committee; 620 Emerald Rd N, Greenwood, SC 29646; Start Date: 10/2002; Role/Title: Director; Not investment related; 2-3 hours per month] [Herlong Farms; Family farm - cattle farm; 116 Bouknight Rd, Johnston, SC 29832; Start Date: 10/2002; Role/Title: Partner; Not investment related; 6 hours per month] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 424 Calhoun Street, Johnston, SC 29832 and 2210 Woodside Executive Park, Aiken, SC 29803; Start Date 11/2015; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THE HERLONG FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: JOHNSTON, SC; START DATE: 01/2023] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave., New York, NY 10010; Start Date 05/2002; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Aiken Symphony Orchestra; Board Member to participate as a voluntary member of the board to promote support and attendance of the symphony concerts in Aiken SC.; 262 Eastgate Dr., Aiken, SC 29803; Start Date 10/2018; Role/Title: Board Member; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours][Ridge Healthcare Foundation; Supports services and needs of patients in the Edgefield County Hospital and also provides some scholarships for local students pursuing medical education; Hwy 25 Bypass, Edgefiled, SC 29824; Start Date 09/2017; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; board duties] [Cole's Victorp Lap; Support of families with child battling cancer.; PO Box 5779, Greenville, SC 29606; Start Date 03/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; Board member input and contacts related to support.]

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-28
• S63 Uniform Securities Agent State Law Examination
  1993-09-30

Designations