Michael Trent Toon
Professional Summary
Michael Trent Toon, who also goes by Trent Toon, is a registered financial advisor currently at FIRST PUBLIC, LLC located in Austin, Texas. Michael is registered as a RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 8 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 55, Series 7, Series 6, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Trent Toon
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
FIRST PUBLIC, LLC | TASB FINANCIAL SERVICES, LLC
Contact Information
Main Address
12007 Research Blvd, Austin, TX 78759Mailing Address
12007 Research Blvd, Austin, TX 78759Phone Number
(512) 467-3655Established
Texas since 05/14/2003Firm Type
Limited Liability CompanyFiscal Year End
AugustFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(9/15/2005)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Feb 2024About the Series 52TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Apr 2002Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1999About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Trent Toon's CRS (Customer Relationship Summary).
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