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Priti Priya Dhanda

Wells Fargo Clearing Services, LLC

Elk Grove, CA

Sacramento, CA

Sacramento, CA

Galt, CA

CRD 5174346

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-01-03
  • CA RA
    APPROVED
    Since 2011-01-03

Branch Locations

5120 Laguna Blvd3, Elk Grove, CA 95758 • United States

8377 Elk Grove Florin Rd, Sacramento, CA 95829 • United States

400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States

602 C St Ste 100, Galt, CA 95632 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank So. San Francisco/Burlingame/Elk Grove CA 06/2001 Present
San Francisco State University San Francisco CA 08/2003 Present
Wells Fargo Advisors Llc Elk Grove CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Elk Grove CA 11/2016 Present
  • 06/2001 → Present
    Wells Fargo Bank
    So. San Francisco/Burlingame/Elk Grove, CA
  • 08/2003 → Present
    San Francisco State University
    San Francisco, CA
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Elk Grove, CA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Elk Grove, CA
Previous Registrations
  • 2006-09-04 → 2011-01-03
    Wells Fargo Investments, Llc
    South San Francisco, CA
    Burlingame, CA
    Elk Grove, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-01
  • S66 Uniform Combined State Law Examination
    2006-09-01
Other Names
  • Priti Priya Singh
  • Priti Priya Dhanda

View on SEC IAPD

Nearby Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

Mark Alan Thomas
Philip R Waelbrock
Vidal Velez

Nearby Offices

EDWARD JONES · ELK GROVE, CA
COMMONWEALTH FINANCIAL NETWORK · Elk Grove, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ELK GROVE, CA

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