MB
Michael Bert Coursey
CRD 3242305
Firms
| Firm | Role | As of |
|---|---|---|
| Ep Wealth Advisors, Llc. | Registered representative | 07/20/2026 |
| Clearview Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Clearview Wealth Advisors, Llc
Manager · Less than 5% · Sep 2024
-
Clearview Wealth Advisors, Llc
Member · 75% or more · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗