# MICHAEL BERT COURSEY

MICHAEL BERT COURSEY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2026-01-15 | present | Yes |
| [CLEARVIEW WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/305737) | 2019-11-28 | 2026-07-21 | — |
| [CAPSTONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/287670) | 2017-03-10 | 2019-12-13 | — |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2012-09-28 | 2017-03-14 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2005-09-21 | 2012-10-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3242305)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3242305.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.