Tom Patrick Homestead
Investment Adviser Representative at Integrity Alliance, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tom Patrick Homestead is an investment adviser representative in Jericho, NY, currently registered with Integrity Alliance, LLC and Merkkuri Wealth Advisors LLC. They have worked in the securities industry since 2007 and have been registered with 5 firms, including Csenge Advisory Group, LLC and Kestra Advisory Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
7 states and territories
California, Florida, Hawaii, New Jersey, New York, South Carolina, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Guardian LIFE Insurance Co OF AmericaJul 2010 – no end date reportedMelville, NY
- PARK Avenue Securities LLCJul 2018 – Jul 2018Melville, NY
- Kestra Financial, Inc.Jul 2018 – Feb 2021Hicksville, NY
- Lion Street FinancialFeb 2021 – no end date reportedHicksville, NY
- Csenge Advisory GroupFeb 2021 – no end date reportedClearwater, FL
- Merkkuri Wealth Advisors LLCApr 2024 – no end date reportedHicksville, NY
- Integrity Alliance, LLCOct 2025 – no end date reportedJericho, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrity Alliance, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Select Program - First $1,000,000 (min)1.00%
- Select Program - First $1,000,000 (max)2.80%
- Select Program - Next $2,000,000 (min)1.00%
- Select Program - Next $2,000,000 (max)2.20%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 372
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Urbandale, IA
- SEC file number:
- 801-69742
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
View full firm profileOther advisors at Integrity Alliance, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tom Patrick Homestead has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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