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Account
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501 South Austin Avenue Suite 1220-312, Georgetown, TX 78626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-09 |
| CA | RA | APPROVED | 2018-06-14 |
Branch Locations
501 South Austin Avenue Suite 1220-312, Georgetown, TX 78626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Financial Planning, Llc | Oakland | CA | 04/2018 | Present |
| Wetherby Asset Management | San Francisco | CA | 10/2015 | 03/2018 |
| Michael Troxell, Cpa | Oakland | CA | 02/2016 | Present |
Michael Troxell is currently a sole proprietor at Michael Troxell, CPA where he provides Tax Preparation services. This activity accounts for approximately 10% of his time. This activity is not affiliated with MFP and we do not have any conflicts of interest with the outside business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-03 |
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