Pankaj Tulsidas Dayal

Employer firm

Pnr Financial Services LLC CRD 169869

Reported services (Item 5G)

Pension consulting

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

Current Employers

Pnr Financial Services Llc

Palmdale, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-25
NJ	RA	APPROVED	2025-11-25

CA RA
APPROVED

Since 2025-11-25
NJ RA
APPROVED

Since 2025-11-25

Branch Locations

Palmdale, CA • 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

Organization	City	State	From	To
Pnr Financial Services Llc	Palmdale	CA	12/2013	Present
Pnr Financial Services Llc	Wall	NJ	09/2006	Present

12/2013 → Present

Pnr Financial Services Llc

Palmdale, CA
09/2006 → Present

Pnr Financial Services Llc

Wall, NJ

Previous Registrations

2012-04-27 → 2013-12-16

World Investments, Llc

Wall, NJ

Lincroft, NJ
2002-05-15 → 2004-11-02

Morgan Stanley Dw Inc.

Toms River, NJ

Other Businesses

PNR FINANCIAL SERVICES LLC DBA PNR Insurance Agency HAS SOME DIRECT (AND SOME THROUGH MANAGING GENERAL AGENTS) CONTRACTS WITH LIFE, DISABILITY AND PROPERTY CASUALTY INSURANCE CARRIERS TO PROVIDE INSURANCE RELATED PRODUCTS AND SERVICES TO IT'S Insurance CLIENTS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-02-15

S66 Uniform Combined State Law Examination

2001-02-15

View on SEC IAPD