DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael P Cutbirth

Walter J. Reyna, Inc.formerBryan, Tx IA-onlyIAPD 2635216

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Mike Cutbirth

At current firm

2 y

since Nov 1, 2023

In the industry

30 y

since Sep 25, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Rcplanners independent RIA current
since Jun 30, 2026 · Bryan, Tx
Walter J. Reyna, Inc. former current
since Nov 1, 2023 · Mcallen, Tx
Oneamerica Securities, Inc. BD affiliated
Dec 17, 2021 to Nov 7, 2023 · Indianapolis, In
Premium 72 Capital independent RIA
Mar 25, 2021 to Dec 21, 2021 · Richmond, Tx
Osaic Fs, Inc. former
Mar 17, 2006 to Mar 29, 2021 · Sugar Land, Tx
Bbva Compass Investment Solutions, Inc unclassified
Oct 6, 2004 to Oct 28, 2005 · College Station, Tx
LPL Financial LLC BD affiliated
Jan 28, 2003 to Jan 9, 2004 · Rosenburg, Tx
Wells Fargo Investments, LLC unclassified
Jul 12, 2002 to Jan 21, 2003 · Rosenberg, Tx
Marquette Financial Group, Inc. unclassified
May 10, 2002 to Jul 30, 2002 · Rosenberg, Tx

Moves

a registration end followed by a registration begin elsewhere

Oneamerica Securities, Inc. to Walter J. Reyna, Inc.
left Nov 7, 2023, registered Nov 1, 2023 (-6 days) · Other
Premium 72 Capital to Oneamerica Securities, Inc.
left Dec 21, 2021, registered Dec 17, 2021 (-4 days) · RIA to affiliated broker-dealer or bank
Osaic Fs, Inc. to Premium 72 Capital
left Mar 29, 2021, registered Mar 25, 2021 (-4 days) · Affiliated broker-dealer or bank to independent RIA
Bbva Compass Investment Solutions, Inc to Osaic Fs, Inc.
left Oct 28, 2005, registered Mar 17, 2006 (140 days) · Other
LPL Financial LLC to Bbva Compass Investment Solutions, Inc
left Jan 9, 2004, registered Oct 6, 2004 (271 days) · Other
Wells Fargo Investments, LLC to LPL Financial LLC
left Jan 21, 2003, registered Jan 28, 2003 (7 days) · Other
Marquette Financial Group, Inc. to Wells Fargo Investments, LLC
left Jul 30, 2002, registered Jul 12, 2002 (-18 days) · Other

Signals

Michael P Cutbirth left Oneamerica Securities, Inc. for Walter J. Reyna, Inc. (registered 2023-11-01)
Nov 7, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Former SEC-registered adviserderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address