Adviser and broker representative · LPL Financial LLC
Pankaj V. Udeshi
CRD 1523083 · Fort Worth, TX
At a glance
Pankaj V. Udeshi is an investment adviser representative with LPL Financial LLC in Fort Worth, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Pankaj’s SEC record dates to 1998, about 28 years ago. Pankaj is also registered as a broker representative.
Current advisory firms
- LPL Financial LLCSince June 2021Fort Worth, TX · $819B in regulatory assets
- Advisor Resource CouncilSince September 2026Dallas, TX · $3.5B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Pankaj’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.