RR
Robert B. Rathgeber
Some features on this profile are disabled
CRD#: 2136321
RR
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert B Rathgeber JR., who also goes by Bo Rathgeber Jr, Robert B Rathgeber Jr, Robert B Rathgeber, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1991. Robert had worked at 11 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Bo Rathgeber Jr | Robert B Rathgeber Jr | Robert B Rathgeber
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
January 2017 to present, Manager of RBR Collectibles LLC, which is a firm focused on the marketing and dealing of sports memorabilia. Mr. Rathgeber has been a collector and marketer of sports memorabilia since childhood and markets sports memorabilia through the entity. Not investment related. Fort Myers, FL. The income earned and time commitment allocated to the firm's activities by Mr. Rathgeber is normally not substantial and does not take place during market hours. June 2013 to present, Manager of RBR Group LLC, which is a firm focused on the ownership and rental of residential real estate. The firm's activities include purchasing, renovating, selling and leasing residential real estate. Not investment related. Fort Myers, FL. The income earned and time commitment allocated to the firm's activities by Mr. Rathgeber is normally not substantial and does not take place during market hours. July 2012 to present, Manager of Robert B Rathgeber Jr. LLC, which is a single person entity focused on the real estate sales and property management field. Mr. Rathgeber is a real estate broker licensed with Preferred Properties Group Inc. The Florida Real Estate Commission allows licensees to receive their real estate compensation in specific types of legal entities including single member LLCs titled in the agent's legal name. Robert B Rathgeber Jr. LLC serves in this capacity. Since 2007, a substantial portion of Mr. Rathgeber's time has been spent on real estate sales and management activities and a substantial portion of his earnings have resulted from those activities. Real estate sales activities for Mr. Rathgeber often occur during the hours when securities market are open. July 2008 to present, President of Preferred Properties Group, Inc, which is a Florida licensed real estate broker. Not Investment related. Fort Myers, FL. Since 2007, a substantial portion of Mr. Rathgeber's time has been spent on real estate sales and management activities and a substantial portion of his earnings have resulted from those activities. Real estate sales activities for Mr. Rathgeber often occur during the hours when securities market are open. September 2008 to present, Treasurer of Southwest Florida Asset Management Inc., which is a firm focused on real estate and real estate related investments. Non-Investment Related. Fort Myers Beach, FL. The income earned and time commitment allocated to the firm's activities by Mr. Rathgeber is normally not substantial and typically does not occur during market hours. January 2021 to present, President of Preferred Properties Advisors Inc, which is a Florida licensed real estate broker. Not Investment related. Fort Myers, FL. Since 2007, a substantial portion of Mr. Rathgeber's time has been spent on real estate sales and management activities and a substantial portion of his earnings have resulted from those activities. Real estate sales activities for Mr. Rathgeber often occur during the hours when securities market are open. August 2021 to present, Member of Lincoln Development Services LLC, which is a South Dakota entity formed to develop an agricultural property located in Lincoln County, SD. Not Investment related. The income earned and time commitment allocated to the firm's activities by Mr. Rathgeber is normally not substantial and typically does not take place during market hours.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
July 18, 2019 - September 21, 2022
RBR WEALTH MANAGEMENT INC.
RIA
CRD#: 301050
FORT MYERS, FL
Past
February 13, 2015 - February 19, 2016
RBR WEALTH MANAGEMENT INC.
RIA
CRD#: 173775
FORT MYERS, FL
Past
April 23, 2010 - January 4, 2012
METROPOLITAN ASSET MANAGEMENT, INC.
RIA
CRD#: 153064
FORT MYERS, FL
Past
March 3, 2003 - December 16, 2008
FIS BROKERAGE & SECURITIES SERVICES LLC
BD
CRD#: 104162
BOLINGBROOK, IL
Past
February 19, 2003 - March 3, 2003
RUMSON CAPITAL, LLC
BD
CRD#: 33848
MONTEBELLO, NY
Past
April 23, 2001 - February 21, 2003
SCHONFELD SECURITIES, LLC
BD
CRD#: 23304
JERICHO, NY
Past
May 31, 2000 - April 17, 2001
PROTRADER SECURITIES L.P.
BD
CRD#: 35233
AUSTIN, TX
Past
May 26, 2000 - August 23, 2000
KERSHNER TRADING GROUP, LLC
BD
CRD#: 16908
AUSTIN, TX
Past
March 31, 1997 - August 16, 2000
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
October 4, 1994 - April 3, 1997
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
May 16, 1991 - October 13, 1994
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 7/1/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Current Firm
RW
RBR WEALTH MANAGEMENT INC.
RATHGEBER INVESTMENT MANAGEMENT COMPANY | RBR WEALTH MANAGEMENT INC.
CRD#: 301050 / SEC#:
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Contact information
Main Address
Fort Myers, FL
Mailing Address
16199 Cutters Ct, Fort Myers, FL 33908
Phone number
(239) 222-7955
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
