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Marti Lynne Bryant

Trajan Wealth, L.L.C.

Alexandria, VA

Scottsdale, AZ

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Current Employers
Trajan Wealth, L.L.C.

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-17
AZ RA APPROVED 2019-03-04
  • TN RA
    APPROVED
    Since 2025-03-17
  • AZ RA
    APPROVED
    Since 2019-03-04

Branch Locations

2461 Eisenhower Ave Second Floor, Alexandria, VA 22331 • United States

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • 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
Doba Cpa Pllc Flagstaff AZ 02/2015 02/2019
Bcj Capital Management Scottsdale AZ 01/2016 07/2017
Ashton Thomas Insurance Agency, Llc Scottsdale AZ 07/2017 02/2019
Ashton Thomas Private Wealth, Llc Scottsdale AZ 07/2017 02/2019
Trajan Wealth Llc Scottsdale AZ 02/2019 Present
  • 02/2015 → 02/2019
    Doba Cpa Pllc
    Flagstaff, AZ
  • 01/2016 → 07/2017
    Bcj Capital Management
    Scottsdale, AZ
  • 07/2017 → 02/2019
    Ashton Thomas Insurance Agency, Llc
    Scottsdale, AZ
  • 07/2017 → 02/2019
    Ashton Thomas Private Wealth, Llc
    Scottsdale, AZ
  • 02/2019 → Present
    Trajan Wealth Llc
    Scottsdale, AZ
Previous Registrations
Other Businesses

INSURANCE SALES; INVESTMENT RELATED; Tennessee; INSURANCE AGENT; 2019; APPROX 20 HRS/MO DURING TRADING HOURS; SELLING INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-19
  • S65 Uniform Investment Adviser Law Examination
    2015-05-19
Other Names
  • Marti Bryant

View on SEC IAPD

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