Best Investors
Account
Sign in
Best Investors
Account
Sign in
2020 Caribou Drive Suite 102, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-21 |
| CO | RA | APPROVED | 2017-02-03 |
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 |
|---|---|---|---|---|
| First National Bank Of Omaha | Fort Collins | CO | 01/2016 | 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. Peter Loritz is a volunteer Board Member of the Spring Creek Farms North Homeowners Association from 10/2020 in Fort Collins, CO. The address for the Spring Creek Farms North Homeowners Association is c/o Kellison, 201 E. 4th Street #130, Loveland, CO 80537. Mr. Loritz's board service is non-investment related and he spends approximately 1 hour per month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
Reach out to this advisor