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Joseph Michael Gallagher

Pacific Crest Asset Management LLC

Kentfiled, CA

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Current Employers
Pacific Crest Asset Management Llc

Kentfield, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-22
  • CA RA
    APPROVED
    Since 2024-11-22

Branch Locations

Kentfiled, CA • 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
Dorsey Capital Management Kentfield CA 05/2013 11/2024
Kimun Lee San Francisco CA 10/2024 12/2024
Pacific Crest Asset Management Llc Kentfield CA 11/2024 Present
  • 05/2013 → 11/2024
    Dorsey Capital Management
    Kentfield, CA
  • 10/2024 → 12/2024
    Kimun Lee
    San Francisco, CA
  • 11/2024 → Present
    Pacific Crest Asset Management Llc
    Kentfield, CA
Previous Registrations
  • 2024-10-22 → 2025-01-02
    Lee, Kimun
    San Francisco, CA
  • 2013-05-14 → 2024-11-13
    Dorsey Capital Management
    Kentfield, CA
  • 1994-04-08 → 2013-05-16
    Whv Investments, Inc.
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-08-31
  • S65 Uniform Investment Adviser Law Examination
    1993-08-31
Other Names
  • J. Michael Gallagher
  • Mike Gallagher

View on SEC IAPD

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