Srinath Michael Desilva

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2023 → Present
  University Federal Credit Union
  Cedar Park, TX
• 05/2025 → Present
  Lpl Financial Llc
  Cedar Park, TX

Previous Registrations

• 2016-08-18 → 2025-05-15
  Cuso Financial Services, L.P.
  Austin, TX
  San Diego, CA
  Round Rock, TX
  Austin, TX
  Austin, TX
  Round Rock, TX
  Austin, TX
  Austin, TX
  Cedar Park, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Georgetown, TX
  Cedar Park, TX
  Cedar Park, TX
• 2015-03-05 → 2016-08-19
  Cetera Investment Advisers Llc
  Austin, TX
• 2012-10-01 → 2015-03-04
  J.P. Morgan Securities Llc
  Temple, TX
  Harker Heights, TX
  Round Rock, TX
  Harker Heights, TX
  Pflugerville, TX
  Pflugerville, TX
  Taylor, TX
  Hutto, TX
  Round Rock, TX
  Round Rock, TX
• 2011-06-21 → 2012-10-01
  Chase Investment Services Corp.
  Harker Heights, TX
  Temple, TX
  Round Rock, TX
  Waco, TX
  Waco, TX
  Bellmead, TX

Other Businesses

1- 05/15/2025 - ACLAND APPAREL, LLC - Direct Sales/ MLM - Not investment Related - Home Based - Start Date 05/05/2022 - 10 hours per month/ 0 hours during trading 2- 05/15/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name UFCU Investment Services - Investment Related - At Reported Business Location(s) - Start Date 03/01/2025 - 160 hours per month/ during trading 3- 03/18/2026 - KAIROS COCO COIR - Direct Sales/ MLM - Not Investment Related - Austin, TX - Start Date 03/02/2026 - 10 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-14
• S63 Uniform Securities Agent State Law Examination
  2005-09-06