Inactive

Safalta Sherpa

Cooksen Wealth, LLC

The Woodlands, TX

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Current Employers

Cooksen Wealth, Llc

1790 Hughes Landing Boulevard Suite 400, The Woodlands, TX 77380 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-06-18

VA RA
APPROVED

Since 2026-06-18

Branch Locations

Alexandria, VA • United States

1790 Hughes Landing Boulevard Suite 400, The Woodlands, TX 77380 • 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
Edelman Financial Services Llc	Fairfax	VA	04/2015	03/2017
Ef Legacy Securities, Llc	Henrico	VA	04/2016	03/2017
Mclean Asset Management Corp.	Mclean	VA	04/2017	02/2023
Cooksen Wealth, Llc	The Woodlands	TX	06/2024	Present
Unemployed	Denver	CO	03/2023	05/2024

04/2015 → 03/2017

Edelman Financial Services Llc

Fairfax, VA
04/2016 → 03/2017

Ef Legacy Securities, Llc

Henrico, VA
04/2017 → 02/2023

Mclean Asset Management Corp.

Mclean, VA
06/2024 → Present

Cooksen Wealth, Llc

The Woodlands, TX
03/2023 → 05/2024

Unemployed

Denver, CO

Previous Registrations

2017-05-03 → 2023-02-03

Mclean Asset Management Corp.

Tysons, VA
2015-04-28 → 2017-03-28

Edelman Financial Services, Llc

Alexandria, VA

Fairfax, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-04-27
S63	Uniform Securities Agent State Law Examination	2013-12-30

S65 Uniform Investment Adviser Law Examination

2015-04-27
S63 Uniform Securities Agent State Law Examination

2013-12-30

Other Names

Safalta Sherpa

View on SEC IAPD

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