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Roshan Mahendra Weeramantry

Hyphen Wealth Management

Lafayette, CA

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Current Employers
Hyphen Wealth Management

3569 Mt. Diablo Blvd. Ste 220, Lafayette, CA 94549 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-03
  • CA RA
    APPROVED
    Since 2025-09-03

Branch Locations

3569 Mt. Diablo Blvd. Ste 220, Lafayette, CA 94549 • 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
Strategic Capital Distributors Costa Mesa CA 01/2011 08/2018
Rina Wealth Management Services Llc Oakland CA 09/2018 04/2022
Helium Advisors Llc Berkeley CA 06/2022 07/2025
Hyphen Wealth Management Berkeley CA 08/2025 Present
  • 01/2011 → 08/2018
    Strategic Capital Distributors
    Costa Mesa, CA
  • 09/2018 → 04/2022
    Rina Wealth Management Services Llc
    Oakland, CA
  • 06/2022 → 07/2025
    Helium Advisors Llc
    Berkeley, CA
  • 08/2025 → Present
    Hyphen Wealth Management
    Berkeley, CA
Previous Registrations
  • 2022-08-22 → 2025-08-18
    Helium Advisors Llc
    Berkeley, CA
    Vancouver, WA
    Everett, WA
  • 2018-10-09 → 2022-05-26
    Rina Wealth Management Services Llc
    Oakland, CA
Other Businesses

Independent Insurance Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-09
S63 Uniform Securities Agent State Law Examination 1999-12-01
  • S65 Uniform Investment Adviser Law Examination
    2018-10-09
  • S63 Uniform Securities Agent State Law Examination
    1999-12-01
Other Names
  • Roshan Mahendra Weeramantry
  • Roshan Weeramantry

View on SEC IAPD

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