DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Pankaj Tulsidas Dayal
Feed of 09/14/2026
At current firm
0 y
since Nov 25, 2025
In the industry
25 y
since Feb 15, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pnr Financial Services LLC state registered currentsince Nov 25, 2025 · Palmdale, Ca
- World Advisory Services formerApr 27, 2012 to Dec 16, 2013 · Wall, Nj
- Morgan Stanley Dw Inc. unclassifiedMay 15, 2002 to Nov 2, 2004 · Toms River, Nj
Moves
a registration end followed by a registration begin elsewhere
- World Advisory Services to Pnr Financial Services LLCleft Dec 16, 2013, registered Nov 25, 2025 (4362 days) · Other
- Morgan Stanley Dw Inc. to World Advisory Servicesleft Nov 2, 2004, registered Apr 27, 2012 (2733 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address