James Anthony Tomik

Current Employers

Employment History

• 07/2008 → 09/2019
  Summit Brokerage Services Inc
  Tampa, FL
• 07/2008 → 05/2021
  Summit Financial Group Inc
  Tampa, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, FL
• 06/2008 → Present
  Jtomik Investment Planing Group, Llc
  Sarasota, FL

Previous Registrations

• 2008-07-22 → 2021-05-20
  Summit Financial Group Inc
  Tampa, FL
  Sarasota, FL
• 2008-07-07 → 2008-07-11
  Vsr Financial Services, Inc.
  Tampa, FL
  Overland Park, KS
  Tampa, FL
• 1993-07-12 → 2008-07-03
  J. B. Hanauer & Co.
  Tampa, FL
  Tampa, FL

Other Businesses

1. NAME OF OTHER BUSINESS: JTOMIK INVESTMENT PLANING GROUP, LLC; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION; START DATE: 6/2008; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION SERVICES FOR CLIENTS; 2. NAME OF OTHER BUSINESS: ZAHN ASSOCIATES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CFP CERTIFICATION CLASSES; START DATE: 2/2010 POSITION/TITLE/RELATIONSHIP: INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CFP LIVE REVIEW BOARD EXAM PREPARATION ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-02-22

Designations