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Kayla Ashley Marjanovic

Tci Wealth Advisors, Inc.

Tucson, AZ

Denver, CO

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Current Employers
Tci Wealth Advisors, Inc.

4011 East Sunrise Drive, Tucson, AZ 85718 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-11-14
  • CO RA
    APPROVED
    Since 2022-11-14

Branch Locations

4011 East Sunrise Drive, Tucson, AZ 85718 • United States

1401 17Th St Suite 330, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Holloway Wealth Management Gainesville FL 04/2015 11/2016
Holloway Wealth Management Gainesville FL 11/2016 11/2018
Shepherd Wealth & Retirement Tuscan AZ 11/2018 07/2021
Retirement Financial Services, Inc. Tucson AZ 11/2018 07/2021
Shepherd Wealth & Retirement, Llc Tucson AZ 09/2019 07/2021
Shepherd Wealth Group, Inc. Tucson AZ 11/2018 07/2021
Tci Wealth Advisors, Inc. Tucson AZ 07/2021 07/2024
Tci Wealth Advisors, Inc. Tucson AZ 07/2024 Present
  • 04/2015 → 11/2016
    Holloway Wealth Management
    Gainesville, FL
  • 11/2016 → 11/2018
    Holloway Wealth Management
    Gainesville, FL
  • 11/2018 → 07/2021
    Shepherd Wealth & Retirement
    Tuscan, AZ
  • 11/2018 → 07/2021
    Retirement Financial Services, Inc.
    Tucson, AZ
  • 09/2019 → 07/2021
    Shepherd Wealth & Retirement, Llc
    Tucson, AZ
  • 11/2018 → 07/2021
    Shepherd Wealth Group, Inc.
    Tucson, AZ
  • 07/2021 → 07/2024
    Tci Wealth Advisors, Inc.
    Tucson, AZ
  • 07/2024 → Present
    Tci Wealth Advisors, Inc.
    Tucson, AZ
Previous Registrations
  • 2019-11-05 → 2021-07-19
    Shepherd Wealth & Retirement Llc
    Tucson, AZ
  • 2018-12-21 → 2020-03-26
    Shepherd Wealth & Retirement
    Tucson, AZ
  • 2018-02-08 → 2018-11-15
    Holloway Wealth Management, Llc
    Gainesville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-27
  • S65 Uniform Investment Adviser Law Examination
    2017-12-27
Other Names
  • Kayla A Hunt
  • Kayla Ashley Hunt

View on SEC IAPD

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MARTIN ANTHONY SMITH
ALEXANDER DEVEREAUX PARRS
ROBIN RODGERS DOLEZAL
DARREN GRANT HESSELINK
DANIEL SHAY NENTL
DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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