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Chandima H. Mendis

PACIFIC SPIRIT INVESTMENTS LP
LA JOLLA, CA 92037
Some features on this profile are disabled
CRD#: 8032405
CM

Professional summary

Chandima Harshapriya Mendis is a registered financial advisor currently at PACIFIC SPIRIT INVESTMENTS LP located in La Jolla, California and GT SECURITIES, INC. located in Los Angeles, California.

Chandima is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Chandima has worked at 2 firms and has passed the Series 63, Series 65, Series 79TO, SIE and Series 3 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Mintaka Corporation, non-investment related, Sheridan, WY, Board Member - family office/professional services organization, less than 2 hours per month, no hours during trading hours. Bridgewest Group, non-investment related, Miami, FL, Senior Executive - family office, 80 hours per month, no hours during trading hours. Lightbrite. Inc, non-investment related, Board Member/Investor, San Francisco CA, technology company, no hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chandima Harshapriya Mendis's 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

May 18, 2025 - Present

PACIFIC SPIRIT INVESTMENTS LP

Office #1: 2223 Avenida De La Playa, Suite 206, La Jolla, CA 92037
RIA
CRD#: 331583
LA JOLLA, CA
Current

August 6, 2025 - Present

GT SECURITIES, INC.

Office #1: 12130 Millennium Dr Suite 300, Los Angeles, CA 90094
BD
CRD#: 116012
Los Angeles, CA

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.
RR
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

IAR
California
(5/18/2025)
RR
California
(8/6/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/7/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/10/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/6/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 5/24/2017
National Commodity Futures Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PACIFIC SPIRIT INVESTMENTS LP
PACIFIC SPIRIT INVESTMENTS LP

CRD#: 331583 / SEC#:

California
Registered Investment Advisory firm - (10/31/2024 Approved)
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Contact information

Main Address
2223 Avenida De La Playa, Suite 206, La Jolla, CA 92037
Mailing Address
Phone number
+1 (858) 775-9770
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts8
AUM (Assets Under Management)$ 9,939,478

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.

Company Information

PACIFIC SPIRIT INVESTMENTS LP

CRD#: 331583La Jolla, CA 92037

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