Thomas Andrew Lynch

Current Employers

Employment History

• 08/2009 → 10/2019
  Nylife Securities Llc
  Fairport, NY
• 11/2008 → 10/2019
  New York Life Insurance
  Fairport, NY
• 08/2019 → 10/2019
  Eagle Strategies Llc
  Latham, NY
• 01/2020 → 04/2025
  Equity Service, Inc
  Montpelier, VT
• 12/2019 → Present
  National Life Group
  Latham, NY
• 10/2019 → 01/2020
  Unemployed
  Ballston Lake, NY
• 05/2025 → Present
  Lpl Financial
  Clifton Park, NY
• 05/2025 → Present
  Holistic Wealth Advisors
  Clifton Park, NY

Previous Registrations

• 2020-01-03 → 2025-05-01
  Equity Services, Inc.
  White Plains, NY
  Latham, NY
  Queensbury, NY
  Latham, NY
  Latham, NY
• 2019-08-28 → 2019-11-15
  Eagle Strategies Llc
  Latham, NY

Other Businesses

1- 05/2025 / National Life Group / Life Insurance Company of the Southwest / Non-Variable Insurance / Investment Related / 5 hrs mth / 1 hr during trading / Montpelier, VT / Start date: 05/01/2025 2- 05/2025 / Advisors Insurance Brokers / Non-Variable Insurance / Investment Related / 5 hrs mth / 1 hr during trading / Clifton Park, NY / Start date: 05/01/2025 3- 05/2025 / Lynch Family Financial LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Ballston Lake, NY / Start date: 03/21/2022 4- 05/2025 / Holistic Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 175 hrs mth / 40 hrs during trading / At reported business location(s) 5) 05/07/2025 - Holistic Wealth Advisors - Investment Related - Registered Investment Advisor DBA - At reported business location(s) - Start Date : 4/21/25 - 175 Hrs/Mth - 40 Hrs During Trading. 6) 05/07/2025 - Holistic Wealth Advisors - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date : 04/21/2025 - 175 Hrs/Mth - 40 Hrs During Trading. I provide investment advisory services through Holistic Wealth Advisors, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 175 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-19
• S63 Uniform Securities Agent State Law Examination
  2009-11-10

Designations