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Lindsey Maynard Cooksen

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

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-23
  • TX RA
    APPROVED
    Since 2019-04-23

Branch Locations

1790 Hughes Landing, 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
Morgan Stanley Private Wealth Management Houston TX 08/2009 04/2019
Cooksen Wealth, Llc The Woodlands TX 04/2019 Present
  • 08/2009 → 04/2019
    Morgan Stanley Private Wealth Management
    Houston, TX
  • 04/2019 → Present
    Cooksen Wealth, Llc
    The Woodlands, TX
Previous Registrations
  • 2009-09-30 → 2019-04-24
    Morgan Stanley
    Houston, TX
    The Woodlands, TX
Other Businesses

Targa Resources Corp., Investment Related, Independent Director, start date June 2020, less than 10 hours a month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-29
  • S66 Uniform Combined State Law Examination
    2009-09-29
Designations
Other Names
  • Lindsey Maynard
  • Lindsey Maynard

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

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