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2020 Caribou Drive Suite 102, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-08 |
| CO | RA | APPROVED | 2017-01-04 |
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 F/K/A Steele Street Bank & Trust | Denver | CO | 07/2014 | 03/2017 |
| Trail Ridge Wealth Management, Inc. | Fort Collins | CO | 03/2017 | Present |
| Trail Ridge Investment Advisors, Llc | Fort Collins | CO | 03/2017 | Present |
| Trail Ridge Trust Company, Llc | Fort Collins | CO | 06/2017 | Present |
Mr. Jeffrey Kadavy is the President and Chief Executive Officer of Trail Ridge Trust Company, LLC, located in Cheyenne, Wyoming. Mr. Jeffrey Kadavy is the Owner of Qapla Consulting LLC, since 10/2024, in Centennial, CO. This entity provides fiduciary oversight consulting services for trustees and fiduciaries. This is not investment related as Jeff will not serve in any fiduciary capacity, nor will he be involved in any investment activity. He will devote 8 hours per month, 2 hours of which are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-04 |
| S66 | Uniform Combined State Law Examination | 2010-02-26 |
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