Michael G. Bourgeois

West Palm Beach, FL

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-20
TX	RA	APPROVED	2026-04-17

FL RA
APPROVED

Since 2026-04-20
TX RA
APPROVED

Since 2026-04-17

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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
Jpmorgan Chase Bank	Delray Beach	FL	03/2016	07/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	West Palm Beach	FL	01/2018	02/2020
Unemployed	West Palm Beach	FL	07/2017	01/2018
Jpmorgan Securities, Llc.	Palm Beach Gardens	FL	02/2020	04/2026
Morgan Stanley	West Palm Beach	FL	04/2026	Present

03/2016 → 07/2017

Jpmorgan Chase Bank

Delray Beach, FL
01/2018 → 02/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Palm Beach, FL
07/2017 → 01/2018

Unemployed

West Palm Beach, FL
02/2020 → 04/2026

Jpmorgan Securities, Llc.

Palm Beach Gardens, FL
04/2026 → Present

Morgan Stanley

West Palm Beach, FL

Previous Registrations

2020-02-14 → 2026-04-14

J.P. Morgan Securities Llc

Palm Beach Gardens, FL

New York, NY

West Palm Beach, FL
2018-02-01 → 2020-02-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palm Beach, FL

West Palm Beach, FL
2016-03-28 → 2017-07-26

J.P. Morgan Securities Llc

Delray Beach, FL
2013-10-09 → 2016-02-23

Td Ameritrade, Inc.

Fort Lauderdale, FL
2013-12-09 → 2016-02-23

Td Ameritrade Investment Management, Llc

Fort Lauderdale, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-07
S63	Uniform Securities Agent State Law Examination	2009-07-15

S66 Uniform Combined State Law Examination

2013-10-07
S63 Uniform Securities Agent State Law Examination

2009-07-15

Other Names

Michael Bourgeois
Michael Gerard Bourgeois
Michael G. Bourgeois
Mike Bourgeois

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC

MYRIAD ASSET MANAGEMENT ADVISORS LLC

TCG STRATEGIC INCOME ADVISOR LLC

SUNRISE MANAGER LLC

UBS FINANCIAL SERVICES INC.

CIBC PRIVATE WEALTH ADVISORS, INC.

CRESSET ASSET MANAGEMENT, LLC

Other Investors

SUZANN RITA ZADANOSKY

ROBERT EDWARD DEFOREST

RYAN JOSEPH MCGOVERN

WAYNE JULIUS SAFRO

SCOTT BERNARD ARENTSEN

NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL

MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL

TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

SUNRISE MANAGER LLC · WEST PALM BEACH, FL

SRT GROUP LLC · WEST PALM BEACH, FL

UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

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