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Midlothian, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-17 |
| PA | RA | APPROVED | 2024-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-14 |
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