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1952 Urban Center Parkway, Vestavia, AL 35242-2594 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-06-18 |
| AL | RA | APPROVED | 2007-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berk Cleveland Rathmell Wealth Strategies, Llc | Birmingham | AL | 06/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-02 |
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