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Reading the graph
Advisor at FREEDOM DAY SOLUTIONS, LLC
Portland, OR | HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FREEDOM DAY SOLUTIONS, LLC | Independent wealth | Jun 1, 2026 | n/a | yes | Portland, OR|HOUSTON, TX | Current employment |
| TRAILHEAD PLANNERS, LLC | Independent wealth | Oct 21, 2016 | May 8, 2026 | no | EDINA, MN | Previous registration |
| WEALTH FORWARD, LLC | Independent wealth | Dec 21, 2011 | Jul 8, 2017 | no | FARGO, ND | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRAILHEAD PLANNERS, LLC | FREEDOM DAY SOLUTIONS, LLC | May 8, 2026 | Jun 1, 2026 | 24 | Firm change | RIA to RIA |
| WEALTH FORWARD, LLC | TRAILHEAD PLANNERS, LLC | Jul 8, 2017 | Oct 21, 2016 | -260 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 159467:284610:ND:2017-07-08 | Jul 8, 2017 | Oct 21, 2016 | FARGO, ND | Firm change after gap |