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95 S. Main Street, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 06/2016 | Present |
| Cordatus Wealth Management Llc | Newtown | PA | 06/2016 | Present |
1.) MR. GOGOLA IS BOARD MEMBER/TRUSTEE/POA/EXECUTOR FOR CORDATUS WEALTH MANAGEMENT (DBA) AN INDEPENDENT RIA LOCATED AT 10 N STATE, NEWTON, PA 18940. THIS IS AN INVESTMENT RELATED BUSINESS SPENDING 41-60% OF HIS WEEKLY TIME DURING MARKET HOURS. COMPENSATION IS 1-9% OF HIS ANNUAL INCOME. 2.) MR GOGOLA IS A PASSIVE INVESTOR AS A LENDER TO GRASSHOPPER SIMPLICITY LOCATED AT 2769 S 4TH, KALAMAZOO, MI 49009. THIS BUSINESS IS NOT INVESTMENT RELATED SPENDING NO TIME DURING MARKET HOURS.NO COMP AT THIS TIME. 3.) MEMBER OF CORDATUS WEALTH PROPERTIES LOCATED ATE 10 N STATE ST. NEWTOWN, PA 18940. THIS BUSINESS IS NOT INVESTMENT RELATED SPENDING 1-9% OF HIS TIME NON DURING MARKET HOURS. NO COMPENSATION AT THIS TIME. 4.) CORDATUS WEALTH MANAGEMENT; INVESTMENT RELATED – YES; 95 S MAIN ST YARDLEY, PA 19067; DBA; ADVISOR; PORTFOLIO AND PLANNING STRATEGIST; 06/2016; 240 HOURS PER MONTH; 130 DURING TRADING HOURS; PROVIDING FINANCIAL PLANNING AND INVESTMENT-RELATED SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-14 |
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