Gurpreet Singh has been an investment adviser representative at Gilbert Greg RIA since June 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Gurpreet Singh’s longest registration is the current one, 6 years at Gilbert Greg RIA since 2020. Before joining Gilbert Greg RIA in 2020, Gurpreet Singh was registered through Infinity Financial Services and Transamerica Financial Advisors, Inc.
- – present · 6 yearsSacramento, CA · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · 1 yearOakland, CA · Adviser representative · Firm CRD 144302
- Transamerica Financial Advisors, Inc.– · 2 yearsElk Grove, CA · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Gurpreet Singh is registered as an investment adviser representative in California, since June 2020.
- CaliforniaSince 29 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 3 April 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 August 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 February 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 November 2015 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6459445
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- 2151 River Plaza Dr, Suite 320, Sacramento, CA 95833
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Gurpreet Singh work?
Gurpreet Singh is an investment adviser representative registered through Gilbert Greg RIA, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Gurpreet Singh a financial advisor?
Yes. Gurpreet Singh has a current investment-adviser registration in California, through Gilbert Greg RIA since June 2020.
How many years of experience does Gurpreet Singh have?
Gurpreet Singh has 10 years in the financial industry, since November 2015, across 3 adviser firms.
What exams has Gurpreet Singh passed?
Gurpreet Singh has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7TO. The earliest, the Series 6, was passed in November 2015. FINRA credited Gurpreet Singh with the SIE, which began in October 2018.
Where did Gurpreet Singh work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Gurpreet Singh was registered through Transamerica Financial Advisors, Inc., October 2016 to September 2019.
Where is Gurpreet Singh based?
Gurpreet Singh’s registered office is in Sacramento, CA.
Is Gurpreet Singh registered with FINRA?
Yes. Gurpreet Singh has a current broker registration, under CRD 6459445.
Source: FINRA BrokerCheck
How can I verify Gurpreet Singh’s record?
Search CRD 6459445 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gurpreet Singh’s full registration record.