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Cooksen Wealth, LLC CRD 300451
$206M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1790 Hughes Landing Boulevard Suite 400, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-23 |
Branch Locations
1790 Hughes Landing, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Wealth Management | Houston | TX | 08/2009 | 04/2019 |
| Cooksen Wealth, Llc | The Woodlands | TX | 04/2019 | Present |
Targa Resources Corp., Investment Related, Independent Director, start date June 2020, less than 10 hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-29 |
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