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Current Employers
Cooper Mcmanus

9870 Research Drive, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-07
  • CA RA
    APPROVED
    Since 2025-04-07

Branch Locations

Madera, CA • United States

9870 Research Drive, Irvine, CA 92618 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2017 03/2018
Don Boam Carpet & Flooring Clovis CA 12/2016 04/2017
Brigham Young University - Hawaii Laie HI 09/2014 09/2016
Lincoln Financial Advisors Fresno CA 10/2018 01/2025
Don Boam Carpet & Flooring Clovis CA 03/2018 10/2018
Osaic Wealth, Inc. Fresno CA 01/2025 04/2025
Cambridge Investment Research, Inc. Fairfield IA 04/2025 Present
Cooper Mcmanus Irvine CA 04/2025 Present
  • 05/2017 → 03/2018
    St Louis, MO
  • 12/2016 → 04/2017
    Don Boam Carpet & Flooring
    Clovis, CA
  • 09/2014 → 09/2016
    Brigham Young University - Hawaii
    Laie, HI
  • 10/2018 → 01/2025
    Lincoln Financial Advisors
    Fresno, CA
  • 03/2018 → 10/2018
    Don Boam Carpet & Flooring
    Clovis, CA
  • 01/2025 → 04/2025
    Fresno, CA
  • 04/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 04/2025 → Present
    Irvine, CA
Previous Registrations
  • 2025-01-24 → 2025-04-14
    Fresno, CA
  • 2018-10-01 → 2025-01-24
    Osaic Fa, Inc.
    Fresno, CA
  • 2017-08-28 → 2018-03-20
    Clovis, CA
    St Louis, MO
    Clovis, CA
Other Businesses

1) STEVEN BOAM, 1122 Atlantica Dr. S, Madera CA 93636, 04/2025, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO, 10 HR/MO TRADING. 2) COOPER MCMANUS, 1122 Atlantica Dr. S, Madera CA 93636, 04/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 120 HR/MO, 120 HR/MO TRADING. 3) FIRST PRINCIPLES WEALTH MANAGEMENT, 1122 Atlantica Dr S, Madera CA 93636, United States, 11/28/2025, Owner, Marketing, NIR, 40 HR/MO - 40 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-24
  • S66 Uniform Combined State Law Examination
    2017-08-24

View on SEC IAPD

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