PETER JOHN TOMASSI is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with TOMASSI FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TOMASSI FINANCIAL PLANNING, LLC | 2013-02-22 | present | Yes |
| RONALD BLUE & CO., LLC | 2011-08-24 | 2012-11-30 | — |
| USAA FINANCIAL PLANNING SERVICES | 2010-05-03 | 2011-08-09 | — |
| RIVERSTONE WEALTH MANAGEMENT, INC. | 2009-05-18 | 2010-01-15 | — |
| UBS FINANCIAL SERVICES INC. | 2005-06-01 | 2009-05-13 | — |