Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 56,885CFPs10,996 CFAs, 12,688 ChFCs
From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
8 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Zachary H. BullockVestavia Hills, AL | Sunburst Financial Group, LLC | Adviser only | CFP | Atlas | 2020 |
| 2Davis W. EnnisVestavia Hills, AL | Sunburst Financial Group, LLC | Adviser only | CFP | Atlas | 2024 |
| 3Blair B. HerringtonVestavia Hills, AL | Sunburst Financial Group, LLC | Adviser only | – | Atlas | 2026 |
| 4James R. MartinVestavia Hills, AL | Sunburst Financial Group, LLC | Adviser only | CFP | Atlas | 2002 |
| 5John R. MartinVestavia Hills, AL | Sunburst Financial Group, LLC | Adviser only | – | Atlas | 2007 |
| 6Matthew S. MorrisVestavia Hills, AL | Sunburst Financial Group, LLC | Adviser only | – | Atlas | 2016 |
| 7Robert B. RheaVestavia Hills, AL | Sunburst Financial Group, LLC | Adviser only | CFP, ChFC | Atlas | 2007 |
| 8Jonathan M. WinzelerVestavia Hills, AL | Sunburst Financial Group, LLC | Adviser only | CFP, ChFC | Atlas | 2003 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.