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Michele Lee Later

Cordatus Wealth Management LLC

Yardley, PA

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Current Employers
Cordatus Wealth Management Llc

95 S. Main Street, Yardley, PA 19067 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-14
  • PA RA
    APPROVED
    Since 2021-07-14

Branch Locations

95 S. Main Street, Yardley, PA 19067 • 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
Wells Fargo Clearing Services, Llc Bristo PA 06/1987 06/2021
Prospera Financial Services Dallas TX 06/2021 Present
Cordatus Wealth Management Newtown PA 06/2021 Present
  • 06/1987 → 06/2021
    Wells Fargo Clearing Services, Llc
    Bristo, PA
  • 06/2021 → Present
    Prospera Financial Services
    Dallas, TX
  • 06/2021 → Present
    Cordatus Wealth Management
    Newtown, PA
Previous Registrations
Other Businesses

POWER OF ATTORNEY FOR MOTHER, INV RELATED, LEVITTOWN, PA, START: 11/20/2019, 2 HRS/MONTH, 0 HRS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-05
  • S66 Uniform Combined State Law Examination
    2019-09-05
Other Names
  • Michele Later

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
VENTURA WEALTH MANAGEMENT · YARDLEY, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA

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