William Patrick Mulvahill
Managing Member, Chief Compliance OfficerTrailhead Planners, LLCCRD 5781832
About William Patrick Mulvahill
William Patrick Mulvahill is listed as Managing Member, Chief Compliance Officer at Trailhead Planners, LLC in Edina, MN. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Trailhead Planners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Patrick Mulvahill work?
William Patrick Mulvahill is listed as Managing Member, Chief Compliance Officer at Trailhead Planners, LLC on SEC Form ADV.
How much of Trailhead Planners, LLC does William Patrick Mulvahill own?
Form ADV reports a beneficial ownership band of 25-50%.
Trailhead Planners, LLC
| Title | Managing Member, Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2020 |