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95 S. Main Street, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-08-30 |
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. BASS IS PART OF CORDATUS WEALTH MANAGEMENT (DBA) AN INDEPENDENT RIA. 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. BASS IS A BOARD MEMBER OF BUSINESS 2 BUSINESS ASSOC., LOCATED AT P.O. BOX 1594 LEVITTON, PA 19058. THIS BUSINESS IS NOT INVESTMENT RELATED. SPENDING 1-9% OF HIS WEEKLY TIME NONE DURING MARKET HOURS. NO COMPENSATION AT THIS TIME. 3.) MR. BASS IS A BOARD MEMEBER OF YMCA; LOCATED AT 601 S OXFORD VALLEY ROAD, FAIRLESS HILLS, PA 19030. THIS BUSINESS IS NOT INVESTMENT RELATED. SPENDING 1-9% OF HIS WEEKLY TIME NONE DURING MARKET HOURS. NO COMPENSATION AT THIS TIME. 4.) 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-31 |
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