Matthew S Morris

Current Employers

Sunburst Financial Group, Llc

600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2016-07-15

AL RA
APPROVED

Since 2016-07-15

Branch Locations

600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sunburst Financial Group, Llc	Vestavia Hills	AL	07/2016	Present

07/2016 → Present

Sunburst Financial Group, Llc

Vestavia Hills, AL

Other Businesses

1) JBM Investments, LLC; investment related business; 4204 Stone River Circle, Mountain Brook, AL 35213; Type of Business: Family Investment LLC; Position: Member; Started: July 2004; Dedicates approximately 10 hours per month, 0 during trading hours; Responsibilities include review performance, monitor market movements; generate reports when needed. 2) Valley Park Properties LLC; Not investment related; 1104 Forest View Lane Vestavia Hills, AL 35216; Member; 1/3 owner; Start 04/2023; Approx. 5 hrs/month; 0 during trading hours; Manage Property for Rental House. 3) YMCA of Birmingham; not investment-related; 3551 Montgomery Hwy, Homewood, AL 35209; Fitness Instructor; Start 03/2023; Approx. 16 hrs/month; 45 min/week during trading hours; fitness instruction.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-08-27

S66 Uniform Combined State Law Examination

2015-08-27

Other Names

Matthew S Morris
Matt Morris
Morris S Matthew

View on SEC IAPD