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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-03-22 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
Atkins, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Overland Park | KS | 06/2012 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 06/2012 | 09/2016 |
| Tomash Financial | Cedar Rapids | IA | 01/2015 | 03/2017 |
| Summit Brokerage Services, Inc. | Cedar Rapids | IA | 09/2016 | 03/2017 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 03/2017 |
| Wealthcare Advisory Partners Llc Dba Tomash Financial | Atkins | IA | 03/2017 | Present |
| Tomash Insurance Agency Llc | Atkins | IA | 06/2023 | Present |
| Tomash Tax Preparation Llc | Atkins | IA | 11/2016 | Present |
1. ANTHONY "TONY" TOMASH; INVESTMENT RELATED; 101 3RD AVENUE SW, SUITE 205, CEDAR RAPIDS IA 52404; FIXED AND TRADITIONAL INSURANCE; AGENT; BEGAN SEPTEMBER 1997; APPROXIMATELY 40 HOURS PER MONTH INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. 2. TOMASH INSURANCE AGENCY LLC; INVESTMENT RELATED; 7131 33RD AVE, ATKINS, IA 52206; FIXED ANNUITY, MEDICARE HEALTH INSURANCE LINES, LIFE INSURANCE; OWNER; BEGAN JUNE 2023; APPROXIMATELY 4 HOURS PER MONTH INCLUDING DURING TRADING HOURS; LLC ESTABLISHED FOR TAX PURPOSES. 3. TOMASH FINANCIAL; NOT INVESTMENT RELATED; 7131 33RD AVE, ATKINS, IA 52206; HEALTH INSURANCE RELATED PRODUCTS; AGENT; 5/2015; 12 HOURS A MONTH NOT DURING TRADING; INSURANCE SALES. 4. TOMASH TAX PREPARATION LLC; NOT INVESTMENT RELATED; 7131 33RD AVE, ATKINS, IA 52206; OWNER; INDIVIDUAL TAX PREPARATION AND SMALL BUSINESS TAX PREPARATION; 20 HOURS A MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-12 |
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