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Peter R. Dangio

CRD#: 2361816
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PD
Peter Robert Dangio

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Robert Dangio, CFP® was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1993. Peter had worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

October 11, 2013 - June 23, 2026

PENTEGRA DISTRIBUTORS INC.

BD
CRD#: 26249
SHELTON, CT
Past

February 9, 2007 - March 28, 2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
TAMPA, FL
Past

July 21, 2005 - December 31, 2006

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
ARVADA, CO
Past

July 12, 2005 - December 31, 2006

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
ARVADA, CO
Past

September 15, 2004 - July 18, 2005

YOUR LIFE FINANCIAL, LLC

RIA
CRD#: 132096
WESTMINSTER, CO
Past

July 20, 1993 - June 22, 2004

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/11/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PD
PENTEGRA DISTRIBUTORS INC.
PENTEGRA DISTRIBUTORS INC. | RETIREMENT SYSTEM DISTRIBUTORS INC.

CRD#: 26249 / SEC#: , 8-42445

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
701 Westchester Avenue Suite 320e, White Plains, NY 10604
Mailing Address
701 Westchester Avenue Suite 320e, White Plains, NY 10604
Phone number
(914) 821-9554
Established
Delaware since 05/25/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
PENTEGRA SERVICES INC.PARENT COMPANY
ERNST, LARS GERHARDDIRECTOR, VP AND CCO5197938
FINNEGAN, KEVIN ODIRECTOR
WIETSMA, ERIC HANSDIRECTOR AND PRESIDENT3167584

Disclosures


Regulatory Event1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PENTEGRA DISTRIBUTORS INC.

CRD#: 26249

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