Ralph James Bourgeois

Current Employers

Ash Matson Wealth Partners, Inc.

Palm City, FL • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-05-07
LA	RA	APPROVED	2025-02-10

MI RA
APPROVED

Since 2025-05-07
LA RA
APPROVED

Since 2025-02-10

Branch Locations

Palm City, FL • United States

Houma, LA • 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
Ralph Bourgeois, Md	Houma	LA	08/1990	Present
Allocated Alliances	Houma	LA	06/2005	12/2025
Prime Investment Partners, Llc	Houma	LA	10/2021	12/2025
Ash Matson Wealth Partners, Inc.	Palm City	FL	02/2025	Present

08/1990 → Present

Ralph Bourgeois, Md

Houma, LA
06/2005 → 12/2025

Allocated Alliances

Houma, LA
10/2021 → 12/2025

Prime Investment Partners, Llc

Houma, LA
02/2025 → Present

Ash Matson Wealth Partners, Inc.

Palm City, FL

Previous Registrations

2011-01-25 → 2025-12-31

Allocated Alliances, Llc

Houma, LA
2022-06-22 → 2025-12-31

Prime Investment Partners, Llc

Houma, LA
2006-02-03 → 2010-12-31

Allocated Alliances, Llc

Houma, LA

Other Businesses

1. Ralph Bourgeois is a doctor in Houma, Louisiana. He spends the majority of his time engaged in the practice of medicine. No advisory clients of Allocated Alliances, LLC are referred to his medical practice nor are any of his patients referred to Allocated Alliances, LLC for advisory services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-12-31

S65 Uniform Investment Adviser Law Examination

2008-12-31

Other Names

Ralph J. Bourgeois

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