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Inactive

Sandra Mitchell Cleveland

Bcr Wealth Strategies

Vestavia, AL

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Current Employers
Bcr Wealth Strategies

1952 Urban Center Parkway, Vestavia, AL 35242-2594 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-07-14
AL RA APPROVED 2006-03-09
  • TX RA
    APPROVED
    Since 2014-07-14
  • AL RA
    APPROVED
    Since 2006-03-09

Branch Locations

1952 Urban Center Parkway, Vestavia, AL 35242-2594 • 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
Berk Cleveland Rathmell Wealth Strategies, Llc Birmingham AL 01/2006 Present
  • 01/2006 → Present
    Berk Cleveland Rathmell Wealth Strategies, Llc
    Birmingham, AL
Previous Registrations
  • 2004-09-30 → 2006-03-03
    Ameritas Investment Company, Llc
    Birmingham , AL
  • 2003-05-21 → 2004-09-30
    The Advisors Group, Inc.
    Birmingham, AL
Other Businesses

RCB Properties, LLC - Member of real estate holding company that owns the property located at 1952 Urban Center Parkway, Vestavia, AL 35242 which is leased to BCR Wealth Strategies

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-09
  • S66 Uniform Combined State Law Examination
    2002-09-09
Designations
Other Names
  • Sandra June Mitchell

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
RFG ADVISORY, LLC
CETERA INVESTMENT ADVISERS LLC
APPROACH RETIREMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ELLIS GERALD WINDLE
STEVEN MARK HUDSON
PETER DEWITT HUVER
ELDRED L BARGER
BRYAN LEE PARKER
Cassi Busby Martinez
JONATHAN RAY FOSTER
BOBBY RAY TRUST WHITE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
RFG ADVISORY, LLC · VESTAVIA HILLS, AL
RFG ADVISORY, LLC · Vestavia Hills, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL
LPL FINANCIAL LLC · BIRMINGHAM, AL

More in Vestavia, AL

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