This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COOPER MCMANUS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 21, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S65

First exam

Dec 21, 1998

First registration

Jul 25, 2000

Dual registered

yes, broker-dealer

Other names

STEVE LATHROP

IAPD individual key

1692739

• Occurred

  Mar 4, 2026
  Advisor changed firm

  Steven James Lathrop left Mariner for Cooper Mcmanus (registered 2026-02-02)

  Form ADVobserved 4 days ago
• Occurred

  Dec 6, 2024
  Advisor changed firm

  Steven James Lathrop left Cambridge Investment Research Advisors, Inc. for Mariner (registered 2025-01-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:60bed160-eacc-6111-452b-46fb5872c2dc

First observed

Jul 25, 2000

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.