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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)51 years in industry

ALLAN KEITH BOOHER

Advisor at OSAIC WEALTH, INC.

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7d11781-7cbe-3efe-a42e-ba3ebe7db322

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 23, 1997 to Sep 15, 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: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1975earliest registration or exam on IAPD
Years in industry: 51derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 27, 1989
First registration: Sep 23, 1997
Dual registered: yes, broker-dealer
IAPD individual key: 1986884

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
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	n/a	yes	NORTH OWASSO, OK\|BROKEN ARROW, OK\|TULSA, OK\|NORMAN, OK\|LUTHER, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|EDMOND, OK\|TULSA, OK	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 23, 2015	Jan 19, 2024	no	BROKEN ARROW, OK\|NORMAN, OK\|EDMOND, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|TULSA, OK\|LUTHER, OK\|TULSA, OK\|OKLAHOMA CITY, OK\|McKinney, TX\|NORTH OWASSO, OK\|BIXBY, OK\|OKLAHOMA CITY, OK\|SHAWNEE, OK\|ADA, OK\|OKLAHOMA CITY, OK\|TULSA, OK	Previous registration
HARBOR FINANCIAL SERVICES, LLC	Former SEC adviser	Feb 17, 2010	Oct 31, 2015	no	DALLAS, TX\|OKLAHOMA CITY, OK	Previous registration
CUE FINANCIAL GROUP, INC.	Former SEC adviser	Sep 23, 1997	Sep 30, 2009	no	OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|TULSA, OK\|PHOENIX, AZ	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
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
HARBOR FINANCIAL SERVICES, LLC	WOODBURY FINANCIAL SERVICES, INC.	Oct 31, 2015	Oct 23, 2015	-8	Firm change	Other
CUE FINANCIAL GROUP, INC.	HARBOR FINANCIAL SERVICES, LLC	Sep 30, 2009	Feb 17, 2010	140	Firm change	Other

Relationships

Registered with (4)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 23, 2015 to Jan 19, 2024factForm ADV
→ HARBOR FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 17, 2010 to Oct 31, 2015factForm ADV
→ CUE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Sep 23, 1997 to Sep 30, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7d11781-7cbe-3efe-a42e-ba3ebe7db322
First observed: Sep 23, 1997
Last observed: Sep 15, 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.

ALLAN KEITH BOOHER

Advisor at OSAIC WEALTH, INC.

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7d11781-7cbe-3efe-a42e-ba3ebe7db322

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.