Patricia Ann Marlow

Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → Present
  Yelm Prairie Christian Center
  Yelm, WA
• 08/2001 → Present
  Jerry Stellick & Assoc., Inc.
  Federal Way, WA
• 01/2006 → Present
  Centaurus Financial, Inc.
  Orange, CA

Previous Registrations

• 2005-09-14 → 2006-01-30
  Commonwealth Financial Network
  Federal Way, WA
• 2003-07-18 → 2005-09-14
  Ameriprise Financial Services, Llc
  Renton, WA

Other Businesses

1. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, ESTATE PLANNING SERVICES UTILIZING THE DEFERRED SALES TRUST, MEMBER, SINCE 9/1/2016, DEVOTED TIME IS 10 HRS A MONTH, COORDINATE WITH OTHER TEAM MEMBERS STRATEGIES THAT MAY INCLUDE THE USE OF THE DEFERRED SALES TRUST AND OTHER ESTATE PLANNING METHODS. 2. MARY KAY, INC., NON-INVESTMENT RELATED, TACOMA, WA 98446, IN HOME SALES OF COSMETICS AND SKIN CARE PRODUCTS, CONSULTANT, SINCE 11/1/2014, DEVOTED TIME IS 4 HRS A MONTH, SHARE THE MARY KAY OPPORTUNITY AND PRODUCTS WITH OTHERS. 3. DBA MARLOW FINANCIAL, TACOMA, WA 98446, BRANDING PURPOSES ONLY, NON-INVESTMENT RELATED. 4. YELM PRAIRIE CHRISTIAN CENTER, PARTIME BOOKKEEPER, SINCE 8/1/2001, AT PO BOX 578, YELM, WASHINGTON 98597, PROCESS OFFERINGS, MAKE DEPOSITS, PAY BILLS, PAYROLL AND BUDGET PREPARATION, DEVOTED TIME IS 48 HRS A MONTH, NON-INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-17

Other Names

• Patricia Ann Weber
• Patricia Ann Marlow
• Patricia Ann Marlow