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RIA / WealthAdvisordual registered (broker-dealer)9 years in industry

Steven Boam

Advisor at COOPER MCMANUS

Madera, CA | IRVINE, CA

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Search this name across graphsid dfx:ria:b8933557-acf9-2a80-5390-05c09ee32e16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 28, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 24, 2017
First registration: Aug 28, 2017
Dual registered: yes, broker-dealer
IAPD individual key: 6795959

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COOPER MCMANUS	Independent wealth	Apr 7, 2025	n/a	yes	Madera, CA\|IRVINE, CA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 24, 2025	Apr 14, 2025	no	FRESNO, CA	Previous registration
OSAIC FA, INC.	Former SEC adviser	Oct 1, 2018	Jan 24, 2025	no	FRESNO, CA	Previous registration
EDWARD JONES	National bd RIA	Aug 28, 2017	Mar 20, 2018	no	CLOVIS, CA\|ST LOUIS, MO\|CLOVIS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	COOPER MCMANUS	Apr 14, 2025	Apr 7, 2025	-7	Firm change	Ibd to RIA
OSAIC FA, INC.	OSAIC WEALTH, INC.	Jan 24, 2025	Jan 24, 2025	0	Bulk transfer	Ibd to ibd
EDWARD JONES	OSAIC FA, INC.	Mar 20, 2018	Oct 1, 2018	195	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ COOPER MCMANUSRegistered adviserregistration: current employment
Apr 7, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 24, 2025 to Apr 14, 2025factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Oct 1, 2018 to Jan 24, 2025factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 28, 2017 to Mar 20, 2018factForm ADV

Dated events

Occurred
Apr 14, 2025
Advisor changed firm
Steven Boam left Osaic Wealth, Inc. for Cooper Mcmanus (registered 2025-04-07)
Form ADVobserved 6 days ago