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Midlothian, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
Bryan, TX • United States
5315 N. Mccoll, Mcallen, TX 78504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-25 |
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