Mark V. Forktus

CORDATUS WEALTH MANAGEMENT LLC

Yardley, PA 19067

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CRD#: 1874830

Professional summary

Mark Vincent Forktus, who also goes by Mark VIncnt Forktus, Mark V Forktus, is a registered financial advisor currently at CORDATUS WEALTH MANAGEMENT LLC located in Yardley, Pennsylvania and PROSPERA FINANCIAL SERVICES, INC. located in Yardley, Pennsylvania.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Vincnt Forktus | Mark V Forktus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Vincent Forktus's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 12, 2022 - Present

CORDATUS WEALTH MANAGEMENT LLC

Office #1: 95 S. Main Street, Yardley, PA 19067

RIA

CRD#: 282871

Yardley, PA

Current

July 28, 2022 - Present

PROSPERA FINANCIAL SERVICES, INC.

Office #1: 95 S Main St, Yardley, PA 19067

RIA

CRD#: 10740

Yardley, PA

Past

June 26, 2003 - June 30, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BRISTOL, PA

Past

October 1, 2000 - June 30, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BRISTOL, PA

Past

January 1, 1996 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

October 4, 1994 - January 1, 1996

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Past

September 22, 1992 - September 27, 1994

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

September 22, 1988 - September 29, 1992

WORLD INVESTMENTS, LLC

CRD#: 20626

LINCROFT, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORDATUS WEALTH MANAGEMENT LLC

CAMBER WEALTH MANAGEMENT LLC | CORDATUS WEALTH MANAGEMENT LLC

CRD#: 282871 / SEC#: 801-107770

RIA

Registered Investment Advisory firm - (4/29/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/14/2022)

Indiana
(7/28/2022)

Maryland
(8/16/2022)

Mississippi
(8/15/2022)

New Jersey
(7/28/2022)

North Carolina
(8/16/2022)

Pennsylvania
(8/10/2022)

IAR

Pennsylvania
(8/12/2022)

Vermont
(7/28/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/30/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/19/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/21/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/16/2006

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 6/1/2005

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 4/5/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CORDATUS WEALTH MANAGEMENT LLC

CAMBER WEALTH MANAGEMENT LLC | CORDATUS WEALTH MANAGEMENT LLC

CRD#: 282871 / SEC#: 801-107770

RIA

Registered Investment Advisory firm - (4/29/2016 Approved)

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Contact information

Main Address

95 S. Main Street, Yardley, PA 19067

Mailing Address

Phone number

(215) 579-5981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	907
AUM (Assets Under Management)	$ 525,591,407

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark V. Forktus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Vincent Forktus's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERA FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

MARKETING ONE SECURITIES, INC.

IFMG SECURITIES, INC.

WORLD INVESTMENTS, LLC

Primary Firm SEC Registration

CORDATUS WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/1996

Series 63

Date: 4/19/1995

SIE

Date: 10/1/2018

Series 7

Date: 12/15/1995

Series 6

Date: 9/21/1988

Series 9

Date: 1/16/2006

Series 10

Date: 6/1/2005

Series 24

Date: 4/5/2000

FINRA

Current Firm

CORDATUS WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORDATUS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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