Peter John Tomassi

Current Employers

Tomassi Financial Planning, Llc

Derby, KS • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2025-08-20
TX	RA	APPROVED_RES	2013-04-18
CO	RA	APPROVED	2013-02-22

KS RA
APPROVED

Since 2025-08-20
TX RA
APPROVED_RES

Since 2013-04-18
CO RA
APPROVED

Since 2013-02-22

Branch Locations

Derby, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tomassi Financial Planning Llc	Loveland	CO	01/2013	Present
Liberty University	Lynchburg	VA	08/2013	Present

01/2013 → Present

Tomassi Financial Planning Llc

Loveland, CO
08/2013 → Present

Liberty University

Lynchburg, VA

Previous Registrations

2011-08-24 → 2012-11-30

Ronald Blue & Co., Llc

Houston, TX
2010-05-03 → 2011-08-09

Usaa Financial Planning Services

San Antonio, TX
2009-05-18 → 2010-01-15

Riverstone Wealth Management, Inc.

San Antonio, TX
2005-06-01 → 2009-05-13

Ubs Financial Services Inc.

San Antonio, TX

San Antonio, TX

Other Businesses

LIBERTY UNIVERSITY NON-INVESTMENT RELATED 1971 UNIVERSITY BLVD., LYNCHBURG, VA 24515 EDUCATIONAL INSTITUTION START DATE: 08/2013 HOURS/MONTH: 40 HOURS DURING SECURITIES TRADING: 2 ADJUNCT PROFESSOR OF FINANCE (ONLINE)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-05-31

S66 Uniform Combined State Law Examination

2005-05-31

Designations

Other Names

Peter Tomassi

View on SEC IAPD