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2020 Caribou Drive Suite 102, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-07-06 |
| WY | RA | APPROVED | 2020-07-06 |
Branch Locations
2020 Caribou Drive Suite 102, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midfirst Bank | Denver | CO | 06/2008 | 06/2020 |
| Trail Ridge Investment Advisors, Llc | Fort Collins | CO | 07/2020 | Present |
| Trail Ridge Trust Company, Llc | Fort Collins | CO | 07/2020 | Present |
Trail Ridge Trust Company, Non-investment related, LLC, located in Fort Collins, Colorado, Director, Trust Services & Planning, 07/2020, 40 hrs/week, Director. St. John's Cathedral in Denver, Colorado. Treasurer. Duties include serving as Chair of the Finance Committee and attending committees that may involve the use of Cathedral funds. The Finance Committee oversees the disbursement of funds performed by the Director of Operations and Accountant. The Treasurer must seek approval from the Vestry for changes to the budget as prepared by the Dean and Director of Operations. The Treasurer prepares and communicates a financial "Annual Report to the Parish" each January. The Finance Committee develops recommendations of the Cathedral's financial policies and annual operating and capital budgets. This activity takes perhaps 4 hours per month, none of which are during trading hours. Treasurer does not have anything to do with the endowment portfolio or trading. No clients are members of the church. Started in February of 2024.
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