| Name: | BCR Wealth Strategies, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 08 Feb 2002 (23 years ago) (Companies founded in February 2002) |
| Entity Number: | 000-680-368 |
| Register Number: | 000680368 |
| Historical Names: |
Professional Asset Strategies, L.L.C.
Berk Cleveland Rathmell Wealth Strategies, LLC |
| ZIP code: | 35242 (Companies in Shelby, 35242) |
| County: | Shelby |
| Place of Formation: | Jefferson County |
| Registered Office Street Address: | 1952 URBAN CENTER PARKWAYVESTAVIA HILLS, AL 35242 |
Activities
REAL ESTATE
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1908380 | 1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35173 | 1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35173 | 205-298-1234 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2024-07-26 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-26
| Form type | N-PX |
| File number | 028-21790 |
| Filing date | 2024-07-26 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-03
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2024-05-03 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-26
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2024-01-26 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-20
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2023-10-20 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-14
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2023-07-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-05
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2023-05-05 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-30
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2023-01-30 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-04
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2022-11-04 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-22
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2022-07-22 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-29
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2022-04-29 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-11
| Form type | 13F-HR |
| File number | 028-21790 |
| Filing date | 2022-02-11 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BCR WEALTH STRATEGIES, LLC 401(K) PLAN | 2023 | 943723851 | 2024-10-02 | BCR WEALTH STRATEGIES, LLC | 14 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-10-02 |
| Name of individual signing | MARSHALL RATHMELL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2052981234 |
| Plan sponsor’s address | 1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-25 |
| Name of individual signing | MARSHALL RATHMELL |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2052981234 |
| Plan sponsor’s address | 1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-25 |
| Name of individual signing | MARSHALL RATHMELL |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2052981234 |
| Plan sponsor’s address | 1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-30 |
| Name of individual signing | KRISTIE CLAYTON |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2052981234 |
| Plan sponsor’s address | 1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-18 |
| Name of individual signing | SANDRA CLEVELAND |
| Name | Role | Address |
|---|---|---|
| RATHMELL, MARSHALL | Agent | 1952 URBAN CENTER PARKWAYVESTAVIA HILLS, AL 35242 |
| Name | Role | Address |
|---|---|---|
| RATHMELL, MARSHALL | Manager | 1952 URBAN CENTER PARKWAYVESTAVIA HILLS, AL 35242 |
| Name | Role | Address |
|---|---|---|
| Marshall Rathmell | Member | 1952 Urban Center ParkwayVestavia Hills, AL 35242 |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2019-06-14 | Name Change | Berk Cleveland Rathmell Wealth Strategies, LLC | BCR Wealth Strategies, LLC |
| 2011-08-15 | Name Change | Professional Asset Strategies, L.L.C. | Berk Cleveland Rathmell Wealth Strategies, LLC |
Date of last update: 15 Aug 2024
Sources: Alabama Secretary of State
