David A Singh Bains

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 11/2016
  Wells Fargo Advisors Llc
  Sacramento, CA
• 11/2016 → 06/2019
  Jpmorgan Securities, Llc
  Sacramento, CA
• 06/2019 → 08/2026
  Wells Fargo Clearing Services, Llc
  Sacramento, CA
• 05/2008 → 11/2016
  Wells Fargo Bank Na
  Sacramento, CA
• 08/2026 → Present
  Robert W. Baird & Co. Incorporated
  Sacramento, CA

Previous Registrations

• 2017-01-03 → 2019-07-09
  J.P. Morgan Securities Llc
  Sacramento, CA
  Elk Grove, CA

Other Businesses

1. RENTAL PROPERTY, INV RELATED, ELK GROVE, CA, 50% OWNERSHIP, START 12/12/2017, 2 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. 2. RENTAL PROPERTY, INV RELATED, ELK GROVE, CA, 50% OWNERSHIP, START 12/12/2017, 2 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. 3. ENGLISH BULLDOG BREEDING, NOT INV RELATED, ELK GROVE, CA, 100% OWNERSHIP, START 1/1/2012, HOURS: 2 PER MONTH, ZERO DURING TRADING, BREEDING DOGS 4. ASSISTNOW; NOT INV. RELATED; ELK GROVE,CA; 100% OWNERSHIP WITH SPOUSE; START DATE 08/30/2021; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS WAYS TO CONNECT CAREGIVERS WITH JOBS.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-23
• S63 Uniform Securities Agent State Law Examination
  2012-08-14

Other Names

• David A Singh
• David Singh
• David Singh Bains
• David Avinesh Singh Bains