DC
Dikesh K. Chokshi
PANGIN INVESTMENTS LLC
Oviedo, FL
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CRD#: 6539755
DC
Professional summary
Dikesh Kanaiyalal Chokshi is a registered financial advisor currently at PANGIN INVESTMENTS LLC located in Oviedo, Florida.
Dikesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Dikesh has worked at 1 firm and has passed the Series 65 exam.
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.
PanGin Enterprises LLC. It is an LLC under which I perform software consulting services.It is not an investment related business. I am the managing partner along with my wife. It was formed on 9/28/2004. Over the last few years I have devoted zero hours since I was in regular employment. I am unemployed since 11/2014.
CRS (Client Relationship Summary) - RIA
Click below to view Dikesh Kanaiyalal Chokshi'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®
NoneExperience
Current
January 5, 2016 - Present
PANGIN INVESTMENTS LLC
RIA
CRD#: 281071
Oviedo, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(1/5/2016)
Current Firm
PI
PANGIN INVESTMENTS LLC
PANGIN INVESTMENTS LLC
CRD#: 281071 / SEC#:
Florida
Registered Investment Advisory firm - (1/5/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Oviedo, FL
Mailing Address
Phone number
(407) 718-1430
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 100,000 |
Red Flags
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