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Patricia Anne Mcnamara

Cherry Creek Investment Advisors Inc

Englewood, CO

Morriston, FL

CRD 1625543

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Employer firm

Cherry Creek Investment Advisors Inc CRD 107426

$352M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Cherry Creek Investment Advisors Inc

68 Inverness Lane East #206, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-18
CA RA APPROVED 2014-06-26
CO RA APPROVED 1999-01-01
  • FL RA
    APPROVED
    Since 2023-12-18
  • CA RA
    APPROVED
    Since 2014-06-26
  • CO RA
    APPROVED
    Since 1999-01-01

Branch Locations

68 Inverness Lane East #206, Englewood, CO 80112 • United States

Morriston, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cherry Creek Investment Advisors, Inc. Denver CO 01/1995 Present
Previous Registrations
Other Businesses

Banksville Farm, LLC; Non-investment related; Morriston, FL; Training/sales of show jumpers; Owner; 01/2023; Approx 40hrs per month; 0 hours during sec trd hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-03-01
  • S63 Uniform Securities Agent State Law Examination
    1994-03-01
Other Names
  • Patricia Anne Burch
  • Trish Mcnamara
  • Patricia Anne Mcnamara

View on SEC IAPD

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