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Michael Woodrow Boyer

Rcplanners

York, PA

Midlothian, VA

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Current Employers
Rcplanners

Midlothian, VA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-17
PA RA APPROVED 2024-02-26
  • TX RA
    APPROVED
    Since 2024-12-17
  • PA RA
    APPROVED
    Since 2024-02-26

Branch Locations

York, PA • United States

Midlothian, VA • 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
Fast Credit Union Hanford CA 02/2020 11/2021
Ultimate Life Financial York PA 10/2016 03/2023
Lifepro Asset Management, Llc San Diego CA 06/2023 04/2024
Retirement Capital Planners, Llc Glen Allen VA 01/2024 Present
  • 02/2020 → 11/2021
    Fast Credit Union
    Hanford, CA
  • 10/2016 → 03/2023
    Ultimate Life Financial
    York, PA
  • 06/2023 → 04/2024
    Lifepro Asset Management, Llc
    San Diego, CA
  • 01/2024 → Present
    Retirement Capital Planners, Llc
    Glen Allen, VA
Previous Registrations
  • 2023-06-26 → 2024-04-05
    Lifepro Asset Management
    San Diego, CA
    York, PA
Other Businesses

INSURANCE ADVICE AND SALES. MR. BOYER IS LICENSED TO SELL INSURANCE PRODUCTS AND HE WILL SPEND APPROXIMATELY 50% OF HIS TIME ON INSURANCE RELATED ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-14
  • S65 Uniform Investment Adviser Law Examination
    2021-12-14

View on SEC IAPD

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