Egbert L. Davis

95 IMPACT CAPITAL

Greensboro, NC

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CRD#: 5499378

Professional summary

Egbert Lawrence Davis IV, who also goes by Bert Davis, Egbert L Davis, is a registered financial advisor currently at 95 IMPACT CAPITAL, INC. located in Greensboro, North Carolina and 95 IMPACT PARTNERS, LLC located in Greensboro, North Carolina.

Egbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Egbert has worked at 2 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bert Davis | Egbert L Davis

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.

1. SHURTAPE PERU S.A. IS A NON-INVESTMENT RELATED BUSINESS LOCATED IN LIMA, PERU. CALLE MINERIA, SANTA ANITA, LIMA 43, PERU. THE COMPANY IS AN INDUSTRIAL DISTRIBUTOR OF HARDWARE RELATED ITEMS, INCLUDING ADHESIVE TAPE, INTO PERU. HELPED ESTABLISH A JOINT VENTURE BETWEEN THE PERUVIAN GROUP AND MY EMPLOYER, SHURTAPE TECHNOLOGIES, INC., AND HAVE SERVED AS CHAIR OF THE BOARD SINCE 2001. CONTINUE AS CHAIR AND SPEND 2 HOURS PER MONTH DURING NORMAL WORK (TRADING) HOURS PLUS 1 FULL DAY FOR THE ANNUAL MEETING OF THE BOARD. SPECIFICALLY, I REVIEW MONTHLY AND ANNUAL FINANCIALS AND HELP FORMULATE LONGER TERM STRATEGY OF THE FIRM. MR. DAVIS IS A LICENSED ATTORNEY IN NORTH CAROLINA AND WILL UTILIZE HIS EXPERTISE TO REVIEW AND ANALYZE LIMITED PARTNERSHIP AGREEMENTS AND PRIVATE PLACEMENT MEMORANDUM IN ORDER TO DETERMINE VARIOUS LEGAL RISKS ENTAILED THEREIN 2. 95 IMPACT CAPITAL, INC; 2007 LAFAYETTE AVE. GREENSBORO, NC 27408; INVESTMENT RELATED; TITLE: PRESIDENT/ CHIEF COMPLIANCE OFFICER; START 7/2016; NATURE OF BUSINESS: NON DISCRETIONARY ADVISORY BUSINESS; ROLE: OUTSOURCED CHIEF OFFICER; 32 HOURS DEVOTED TO THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Egbert Lawrence Davis IV's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 19, 2016 - Present

95 IMPACT CAPITAL, INC.

RIA

CRD#: 284887

Greensboro, NC

Current

December 19, 2022 - Present

95 IMPACT PARTNERS, LLC

RIA

CRD#: 323964

Greensboro, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(9/19/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/3/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 11/30/2012

National Commodity Futures Examination

Current Firm

95 IMPACT PARTNERS, LLC

95 IMPACT PARTNERS | 95 IMPACT PARTNERS, LLC

CRD#: 323964 / SEC#:

Minnesota

Registered Investment Advisory firm - (4/19/2023 Approved)

North Carolina

Registered Investment Advisory firm - (12/19/2022 Approved)

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Contact information

Main Address

Greensboro, NC

Mailing Address

Phone number

(336) 365-9700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 7,175,359

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.

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Egbert L. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Egbert Lawrence Davis IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

95 IMPACT CAPITAL, INC.

95 IMPACT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2016

Series 3

Date: 11/30/2012

Current Firm

95 IMPACT PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

95 IMPACT PARTNERS, LLC

TRUST BUT VERIFY

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