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Thomas Furlong

34 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance

Thomas Furlong is a registered investment advisor, based in Austin, TX, with 34 years of industry experience.

Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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History

Regulatory History (1)
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Customer Dispute
December 2025
Closed-No Action
Other Business ActivitiesSells Insurance

Thomas is a registered representative with Meritrust Wealth Management LLC, conducting investment and insurance activities, essentially full-time. He also works as an advisor for Kestra Advisory Services, dedicating minimal time to investments and planning.

Employment History
Current Registrations
Kestra Advisory Services, LLC
November 2018 - Present · 7 yrs 6 mos
Kestra Investment Services, LLCBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Mwm Advisory
May 2014 - May 2019 · 5 yrs
LPL Financial LLCBroker
February 2005 - November 2018 · 13 yrs 9 mos
LPL Financial LLC
February 2005 - September 2016 · 11 yrs 7 mos
Mony Securities CorporationBroker
December 2003 - January 2005 · 1 yr 1 mo
Mony Securities Corporation
December 2003 - January 2005 · 1 yr 1 mo
Trusted Advisors
March 2003 - December 2003 · 9 mos
Trusted Securities Advisors CORP.Broker
March 2003 - December 2003 · 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2001 - March 2003 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2000 - March 2003 · 2 yrs 3 mos
MML Investors Services, INC.Broker
October 1991 - October 2000 · 9 yrs
Metlife Securities INC.Broker
January 1991 - June 1991 · 5 mos
Metropolitan Life Insurance CompanyBroker
January 1991 - June 1991 · 5 mos
State Registrations30 states
AKAZCACOCTDCDEFLGAILINKSKYMAMIMONCNMNVNYOHPARISCTNTXUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.