Mark Vincent Forktus

Employer firm

Cordatus Wealth Management LLC CRD 282871

$630M regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Fairless Hills, PA
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  Fairless Hills, PA
• 07/2022 → Present
  Prospera Financial Services
  Dallas, TX
• 08/2022 → Present
  Cordatus Wealth Management
  Newtown, PA

Previous Registrations

• 2003-06-26 → 2022-06-30
  Wells Fargo Clearing Services, Llc
  Fairless Hills, PA
  Fairless Hill, PA
  Radnor, PA
  Philadelphia, PA
  Bristol, PA
  Levittown, PA
  Bristol, PA

Other Businesses

FINANCIAL ADVISOR FOR DBA CORDATUS WEALTH MANAGEMENT LOCATED IN 10 N STATE ST., NEWTON PA 18940. THIS BUSINESS IS INVESTMENT RELATED SPENDING MORE THAN 60% OF HIS TIME DURING MARKET HOURS. COMPENSATION REPRESENTS MORE THAN 60% OF HIS ANNUAL INCOME.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-30
• S63 Uniform Securities Agent State Law Examination
  1995-04-19

Other Names

• Mark Vincnt Forktus
• Mark Vincent Forktus
• Mark V Forktus