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95 S. Main Street, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-07-08 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 05/2016 | Present |
| Cordatus Wealth Management Llc | Newtown | PA | 06/2016 | Present |
1.)TRUSTEE FOR FRIEND/ BUSINESS PARTNER; INVESTMENT RELATED; YARDELEY, PA; START DATE 2012; 0 HRS PER MONTH. 2) MR. DYSART IS PART OF CORDATUS WEALTH MANAGEMENT (DBA) AN INDEPENDENT RIA. THIS IS AN INVESTMENT RELATED BUSINESS SPENDING 25 HOURS A WEEK. 2.) 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. 3.) 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-12 |
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