Marshall Peter Rathmell

Current Employers

Bcr Wealth Strategies

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2009-06-16

AL RA
APPROVED

Since 2009-06-16

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

Organization	City	State	From	To
Berk Cleveland Rathmell Wealth Strategies, Llc	Birmingham	AL	02/2009	Present

02/2009 → Present

Berk Cleveland Rathmell Wealth Strategies, Llc

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 Berk Cleveland Rathmell Wealth Strategies, LLC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-03-31

S65 Uniform Investment Adviser Law Examination

2009-03-31

Designations

View on SEC IAPD

Current Employers

Bcr Wealth Strategies

Disclosures

Employment History

Other Businesses

Exams

Designations

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