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Shehan Priyasad Navarathne

LPl Financial LLC

Fargo, ND

Fargo, ND

Fargo, ND

Fargo, ND

CRD 7306487

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2022-06-20
  • ND RA
    APPROVED
    Since 2022-06-20

Branch Locations

2870 52Nd Avenue South, Fargo, ND 58104 • United States

2501 University Dr S, Fargo, ND 58103 • United States

3100 13Th Avenue South, Fargo, ND 58103 • United States

520 Main Ave, Fargo, ND 58103 • 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
Lpl Financial Llc West Fargo ND 10/2020 Present
Bell Bank West Fargo ND 02/2020 Present
Archway Marketing Services Fargo ND 07/2019 02/2020
North Dakota State University Fargo ND 08/2017 07/2019
North Dakota State University Fargo ND 08/2012 05/2017
  • 10/2020 → Present
    West Fargo, ND
  • 02/2020 → Present
    Bell Bank
    West Fargo, ND
  • 07/2019 → 02/2020
    Archway Marketing Services
    Fargo, ND
  • 08/2017 → 07/2019
    North Dakota State University
    Fargo, ND
  • 08/2012 → 05/2017
    North Dakota State University
    Fargo, ND
Other Businesses

1)11/19/2021 - Bell Investments - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)08/24/2022 - Strangle Holdings DBA Peace Garden Grappling Club - Not Investment Related - Other - Business Owner - Start Date - 10/01/2022 - 90 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-16
  • S66 Uniform Combined State Law Examination
    2022-06-16
Other Names
  • Shehan Navarathne

View on SEC IAPD

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