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RIA / WealthAdvisorCertified Financial Planner17 years in industry

KAYLA ALEXANDRA TOLUNAY

Advisor at STAVIS WEALTH TRANSFER SOLUTIONS

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db18309a-133b-2119-e0ed-59181a5a3e08

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Mar 2, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STAVIS WEALTH TRANSFER SOLUTIONS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 7, 2016
First registration: Mar 2, 2017
Dual registered: no
Other names: KAYLA ALEXANDRA KNIGHT|KAYLA ALEXANDRA TOLUNAY|Kayla Tolunay
IAPD individual key: 5706171

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STAVIS WEALTH TRANSFER SOLUTIONS	Independent wealth	Nov 8, 2023	n/a	yes	HOUSTON, TX	Current employment
IP FINANCIAL ADVISORY SERVICES LLC	Independent wealth	Sep 11, 2025	Feb 17, 2026	no	Houston, TX\|Houston, TX\|CHARLOTTE, NC	Previous registration
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.	Independent wealth	Oct 3, 2024	Nov 25, 2024	no	HOUSTON, TX	Previous registration
Corient	Independent wealth	Jan 31, 2023	Jul 7, 2023	no	HOUSTON, TX	Previous registration
STAVIS & COHEN PRIVATE WEALTH, LLC	Former SEC adviser	Mar 4, 2021	Mar 31, 2023	no	HOUSTON, TX	Previous registration
SCF PRIVATE WEALTH HOLDINGS, LLC	Former SEC adviser	Mar 2, 2017	Mar 15, 2021	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IP FINANCIAL ADVISORY SERVICES LLC	n/a	Feb 17, 2026	n/a	n/a	Departure no registered destination	Departure
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.	IP FINANCIAL ADVISORY SERVICES LLC	Nov 25, 2024	Sep 11, 2025	290	Firm change	RIA to RIA
Corient	STAVIS WEALTH TRANSFER SOLUTIONS	Jul 7, 2023	Nov 8, 2023	124	Firm change	Ibd to new firm
STAVIS & COHEN PRIVATE WEALTH, LLC	Corient	Mar 31, 2023	Jan 31, 2023	-59	Firm change after gap	RIA to RIA
SCF PRIVATE WEALTH HOLDINGS, LLC	STAVIS & COHEN PRIVATE WEALTH, LLC	Mar 15, 2021	Mar 4, 2021	-11	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
312366:319448:TX:2023-03-31	Mar 31, 2023	Jan 31, 2023	HOUSTON, TX	Firm change after gap
151299:312366:TX:2021-03-15	Mar 15, 2021	Mar 4, 2021	HOUSTON, TX	Firm change

Relationships

Registered with (6)

→ STAVIS WEALTH TRANSFER SOLUTIONSRegistered adviserregistration: current employment
Nov 8, 2023 to presentfactForm ADV
→ IP FINANCIAL ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Sep 11, 2025 to Feb 17, 2026factForm ADV
→ TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 3, 2024 to Nov 25, 2024factForm ADV
→ CORIENTRegistered adviserregistration: previous registration
Jan 31, 2023 to Jul 7, 2023factForm ADV
→ STAVIS & COHEN PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Mar 4, 2021 to Mar 31, 2023factForm ADV
→ SCF PRIVATE WEALTH HOLDINGS, LLCRegistered adviserregistration: previous registration
Mar 2, 2017 to Mar 15, 2021factForm ADV

Dated events

Occurred
Feb 17, 2026
Advisor departed, no destination yet
Kayla Alexandra Tolunay no longer registered at Ip Financial Advisory Services Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Nov 25, 2024
Advisor changed firm
Kayla Alexandra Tolunay left Tanglewood Total Wealth Management, Inc. for Ip Financial Advisory Services Llc (registered 2025-09-11)
Form ADVobserved 6 days ago
Occurred
Jul 7, 2023
Advisor changed firm
Kayla Alexandra Tolunay left Corient for Stavis Wealth Transfer Solutions (registered 2023-11-08)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Kayla Alexandra Tolunay left Stavis & Cohen Private Wealth, Llc for Corient (registered 2023-01-31)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db18309a-133b-2119-e0ed-59181a5a3e08
First observed: Mar 2, 2017
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KAYLA ALEXANDRA TOLUNAY

Advisor at STAVIS WEALTH TRANSFER SOLUTIONS

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db18309a-133b-2119-e0ed-59181a5a3e08

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:48 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

STAVIS WEALTH TRANSFER SOLUTIONS

Independent wealth

Nov 8, 2023

n/a

yes

HOUSTON, TX

Current employment

IP FINANCIAL ADVISORY SERVICES LLC

Independent wealth

Sep 11, 2025

Feb 17, 2026

Houston, TX|Houston, TX|CHARLOTTE, NC

Previous registration

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

Independent wealth

Oct 3, 2024

Nov 25, 2024

HOUSTON, TX

Previous registration

Corient

Independent wealth

Jan 31, 2023

Jul 7, 2023

HOUSTON, TX

Previous registration

STAVIS & COHEN PRIVATE WEALTH, LLC

Former SEC adviser

Mar 4, 2021

Mar 31, 2023

HOUSTON, TX

Previous registration

SCF PRIVATE WEALTH HOLDINGS, LLC

Former SEC adviser

Mar 2, 2017

Mar 15, 2021

HOUSTON, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

IP FINANCIAL ADVISORY SERVICES LLC

n/a

Feb 17, 2026

n/a

Departure no registered destination

Departure

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

IP FINANCIAL ADVISORY SERVICES LLC

Nov 25, 2024

Sep 11, 2025

290

Firm change

RIA to RIA

Corient

STAVIS WEALTH TRANSFER SOLUTIONS

Jul 7, 2023

Nov 8, 2023

124

Firm change

Ibd to new firm

STAVIS & COHEN PRIVATE WEALTH, LLC

Corient

Mar 31, 2023

Jan 31, 2023

-59

Firm change after gap

RIA to RIA

SCF PRIVATE WEALTH HOLDINGS, LLC

STAVIS & COHEN PRIVATE WEALTH, LLC

Mar 15, 2021

Mar 4, 2021

-11

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

312366:319448:TX:2023-03-31

Mar 31, 2023

Jan 31, 2023

HOUSTON, TX

Firm change after gap

151299:312366:TX:2021-03-15

Mar 15, 2021

Mar 4, 2021

HOUSTON, TX

Firm change