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Current Employers
Rcplanners

Midlothian, VA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-30
  • TX RA
    APPROVED
    Since 2026-06-30

Branch Locations

Bryan, TX • United States

Walter J. Reyna, Inc.

5315 N. Mccoll, Mcallen, TX 78504 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-01
  • TX RA
    APPROVED
    Since 2023-11-01

Branch Locations

5315 N. Mccoll, Mcallen, TX 78504 • 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
OrganizationCityStateFromTo
Lincoln Financial Securities Corp Sugarland TX 07/2008 03/2021
R.M. Stark & Co., Inc. Lake Worth Beach FL 03/2021 03/2021
Premium 72 Capital Houston TX 03/2021 12/2021
R.M. Stark & Co. Inc. Lake Worth Beach FL 03/2021 04/2021
Oneamerica Securities Bryan TX 12/2021 10/2023
J.W. Cole Financial, Inc. Tampa FL 11/2023 06/2026
Walter J. Reyna, Inc. Mcallen TX 11/2023 06/2026
Retirement Capital Planners, Llc Bryan TX 06/2026 Present
  • 07/2008 → 03/2021
    Lincoln Financial Securities Corp
    Sugarland, TX
  • 03/2021 → 03/2021
    R.M. Stark & Co., Inc.
    Lake Worth Beach, FL
  • 03/2021 → 12/2021
    Houston, TX
  • 03/2021 → 04/2021
    R.M. Stark & Co. Inc.
    Lake Worth Beach, FL
  • 12/2021 → 10/2023
    Oneamerica Securities
    Bryan, TX
  • 11/2023 → 06/2026
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 11/2023 → 06/2026
    Mcallen, TX
  • 06/2026 → Present
    Retirement Capital Planners, Llc
    Bryan, TX
Previous Registrations
  • 2021-12-17 → 2023-11-07
    Indianapolis, IN
    Bryan, TX
  • 2021-03-25 → 2021-12-21
    Richmond, TX
    Houston, TX
  • 2006-03-17 → 2021-03-29
    Osaic Fs, Inc.
    Sugar Land, TX
    Houston, TX
    Sugar Land, TX
  • 2004-10-06 → 2005-10-28
    Bbva Compass Investment Solutions, Inc
    College Station, TX
  • 2003-01-28 → 2004-01-09
    Rosenburg, TX
  • 2002-07-12 → 2003-01-21
    Wells Fargo Investments, Llc
    Rosenberg, TX
  • 2002-05-10 → 2002-07-30
    Marquette Financial Group, Inc.
    Rosenberg, TX
Other Businesses

(1) Michael P. Cutbirth; Not investment related; Home Office; Fixed Annuity Life & Health sales; Agent; Fixed interest annuity, whole and index universal life sales, Medicare Advantage & Supplement Sales; Start 11/1/2023; 4 hours/month, 4 hours/month during trading. (2) Aggieland Retirement Services; Not Investment Related; Home Office; Provide Social Security and Medicare education and market Medicare Supplement and Advantage products as well as ancillary insurance products (dental, vision, cancer), Market Nomo Smart Care Systems to Medicare aged prospects and clients; Rep; Start 10/1/2025; 0 hours/month during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-30
S63 Uniform Securities Agent State Law Examination 1995-09-25
  • S65 Uniform Investment Adviser Law Examination
    1999-06-30
  • S63 Uniform Securities Agent State Law Examination
    1995-09-25
Designations
Other Names
  • Mike Cutbirth
  • Michael Paul Cutbirth

View on SEC IAPD

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