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DE

Davis W. Ennis

SUNBURST FINANCIAL GROUP
Vestavia Hills, AL 35216
Some features on this profile are disabled
CRD#: 7986855
DE

Professional summary

Davis Windham Ennis is a registered financial advisor currently at SUNBURST FINANCIAL GROUP, LLC located in Vestavia Hills, Alabama.

Davis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Davis has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Davis Windham Ennis's CRS (Customer Relationship Summary).
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

November 26, 2024 - Present

SUNBURST FINANCIAL GROUP, LLC

Office #1: 600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216
RIA
CRD#: 283605
Vestavia Hills, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SUNBURST FINANCIAL GROUP, LLC
SUNBURST ADVISERS | SUNBURST FINANCIAL GROUP, LLC

CRD#: 283605 / SEC#: 801-107720

RIA
Registered Investment Advisory firm - (4/22/2016 Approved)

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
Alabama
(11/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/26/2024
Uniform Investment Adviser Law Examination

Current Firm

SF
SUNBURST FINANCIAL GROUP, LLC
SUNBURST ADVISERS | SUNBURST FINANCIAL GROUP, LLC

CRD#: 283605 / SEC#: 801-107720

RIA
Registered Investment Advisory firm - (4/22/2016 Approved)
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Contact information

Main Address
600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216
Mailing Address
Phone number
(205) 823-4949
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE SUNBURST FINANCIAL GROUP, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts2,103
AUM (Assets Under Management)$ 698,968,462

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.

Company Information

SUNBURST FINANCIAL GROUP, LLC

CRD#: 283605Vestavia Hills, AL 35216

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