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Detailed Report
YASASRI UMESHA WEERASURIYA
CRD#: 6563959
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Investment Adviser
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Previous Broker
CREATIVE PLANNINGCRD#: 105348 1 Park Plaza
Suite 700
Irvine, CA 92614
Registration History
201620172018201920202021202220232024202520262 FIRMS2019 - 2021 (2 years)IACREATIVE PLANNING (CRD# 105348)2022 - Present (3 years)IAREILLY FINANCIAL ADVISORS (CRD# 110315)2021 - 2022 (<1 year)IAFINANCIAL ADVISORS NETWORK, INC. (CRD# 152083)2016 - 2019 (2 years)
License(s)

State Registrations

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California 1/4/2022
Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
1 Park Plaza Suite 700, Irvine, CA 92614
Registered with this firm since 1/4/2022
Previous Registration(s)
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 11/09/2021 - 01/03/2022 REILLY FINANCIAL ADVISORS (CRD#:110315) Newport Beach, CA
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 03/06/2019 - 02/16/2021 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) IRVINE, CA
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 01/29/2019 - 01/28/2021 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) IRVINE, CA
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 03/08/2016 - 01/07/2019 FINANCIAL ADVISORS NETWORK, INC. (CRD#:152083) TUSTIN, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.