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Patricia Ann Marie Gallagher

Wmk Investment Partners

Denver, CO

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Current Employers
Wmk Investment Partners

Denver, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-30
  • CO RA
    APPROVED
    Since 2025-09-30

Branch Locations

Denver, CO • 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
Fidelity Investments Greenwood Village CO 07/2020 01/2024
Frontier Chevrolet El Reno OK 06/2020 07/2020
Family Nichols Hills OK 08/2019 07/2020
Stella Rae's Boutique Norman OK 08/2017 05/2019
Menchie's Frozen Yogurt Oklahoma City OK 05/2016 07/2019
Earl's Rib Palace Oklahoma City OK 02/2014 08/2017
Oklahoma State University Stillwater OK 08/2016 05/2017
University Of Oklahoma Norman OK 08/2017 05/2020
True West Llc Denver CO 01/2024 05/2025
Rockshore Wealth Partners Denver CO 06/2025 Present
  • 07/2020 → 01/2024
    Fidelity Investments
    Greenwood Village, CO
  • 06/2020 → 07/2020
    Frontier Chevrolet
    El Reno, OK
  • 08/2019 → 07/2020
    Family
    Nichols Hills, OK
  • 08/2017 → 05/2019
    Stella Rae's Boutique
    Norman, OK
  • 05/2016 → 07/2019
    Menchie's Frozen Yogurt
    Oklahoma City, OK
  • 02/2014 → 08/2017
    Earl's Rib Palace
    Oklahoma City, OK
  • 08/2016 → 05/2017
    Oklahoma State University
    Stillwater, OK
  • 08/2017 → 05/2020
    University Of Oklahoma
    Norman, OK
  • 01/2024 → 05/2025
    True West Llc
    Denver, CO
  • 06/2025 → Present
    Rockshore Wealth Partners
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
S63 Uniform Securities Agent State Law Examination 2021-04-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11
  • S63 Uniform Securities Agent State Law Examination
    2021-04-12
Other Names
  • Trish Ann Marie Gallagher
  • Patricia Ann Marie Gallagher
  • Patricia A Gallagher

View on SEC IAPD

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