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Donald George Maynard

Cooksen Wealth, LLC

The Woodlands, TX

CRD 7074768

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Employer firm

Cooksen Wealth, LLC CRD 300451

$206M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cooksen Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-22
  • TX RA
    APPROVED
    Since 2019-03-22

Branch Locations

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
OrganizationCityStateFromTo
Dg Maynard & Associates, Llc The Woodlands TX 06/2010 Present
Cooksen Wealth, Llc The Woodlands TX 02/2019 Present
  • 06/2010 → Present
    Dg Maynard & Associates, Llc
    The Woodlands, TX
  • 02/2019 → Present
    The Woodlands, TX
Other Businesses

DG MAYNARD & ASSOCIATES, LLC; NON-INVESTMENT RELATED; THE WOODLANDS, TX; OIL AND GAS TECHNOLOGY CONSULTING; PRESIDENT AND CHIEF EXECUTIVE OFFICER; JUNE 2010; APPROX HRS PER MONTH; APPROX 80 HRS/40 HRS A MONTH DURING TRADING HRS; PROVIDE OIL AND GAS CONSULTING SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-12
  • S65 Uniform Investment Adviser Law Examination
    2019-02-12

View on SEC IAPD

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