Marlow Lynn Felton

Current Employers

Employment History

• 06/2010 → Present
  Piper Financial Inc
  Greenwood Village, CO
• 08/2010 → 10/2018
  Jonathan Manske
  Highlands Ranch, CO
• 04/2011 → 01/2023
  Author
  Highlands Ranch, CA
• 01/2012 → 09/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 07/2012 → Present
  247 Properties, Llc
  Castle Rock, CO
• 12/2015 → 10/2018
  Tcm Enterrises
  Castle Rock, CO
• 03/2016 → 11/2020
  Roper Insurance
  Englewood, CO
• 11/2017 → 11/2020
  Colonial Life
  Centennial, CO
• 10/2017 → 04/2022
  Syracuse, Llc
  Greenwood Village, CO
• 07/2018 → 01/2021
  The Thompson Group
  Indianapolis, IN
• 11/2018 → 11/2020
  Warner Pacific
  Greenwood Village, CO
• 08/2018 → 12/2022
  Star Denver
  Greenwood Village, CO
• 11/2021 → Present
  Impact Legacy Llc
  Englewood, CO
• 05/2011 → Present
  Couples Money, Llc
  Castle Rock, CO
• 11/2023 → 11/2024
  United Planners
  Scottsdale, AZ
• 09/2023 → Present
  Summit Global Investments
  Bountiful, UT
• 05/2011 → 12/2024
  Author
  Castle Rock, CO
• 09/2023 → Present
  Marlow Felton
  Englewood, CO
• 07/2025 → Present
  Equity Services, Inc.
  Montpelier, VT

Previous Registrations

• 2012-01-06 → 2023-09-19
  Transamerica Financial Advisors, Llc
  Englewood, CO
• 2007-06-14 → 2012-01-06
  Investment Advisors International, Inc.
  Centennial, CO

Other Businesses

1.) COUPLES MONEY, LLC - 10064 TIMBER CREEK WAY, PALM BEACH GARDENS, FL. OWNER, SINCE 05/2011 - NOT INVESTMENT RELATED. BOOK ROYALTIES. OWNER. NO DUTIES. NOT DURING TRADE HOURS. 2.) 247 PROPERTIES, LLC - 10064 TIMBER CREEK WAY, PALM BEACH GARDENS, FL. OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SINCE 07/2012 - INVESTMENT RELATED. LLC ONLY AT THIS TIME, PLANNING TO CLOSE. 3.) MARLOW FELTON - 10064 TIMBER CREEK WAY, PALM BEACH GARDENS, FL. INV REL. AGENT - NON-VARIABLE INSURANCE - SINCE 09/2023 - SELLING LIFE INS, FIXED ANNUITIES, LTC. DURING TRADE HRS. 4.) IMPACT LEGACY - 10064 TIMBER CREEK WAY, PALM BEACH GARDENS, FL. OWNER OF RELATED ENTITY - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SINCE 11/2012 - INVESTMENT RELATED. 5.) PIPER FINANCIAL, INC - 10064 TIMBER CREEK WAY, PALM BEACH GARDENS, FL. OWNER - S CORP FOR FLOW THROUGH OF 1099 INCOME - SINCE 06/2010 - NOT INVESTMENT RELATED. 6.) SUMMIT GLOBAL INVESTMENTS LLC -10064 TIMBER CREEK WAY, PALM BEACH GARDENS, FL. REGISTERED INVESTMENT ADVISOR - INV REL - SINCE 09/2023 - ADVISOR TO CLIENTS OF SUMMIT GLOBAL. DURING TRADE HRS. 7.) SUMMIT GLOBAL FINANCIAL - 10064 TIMBER CREEK WAY, PALM BEACH GARDENS, FL. DBA FOR MARKETING. REGISTERED INVESTMENT ADVISOR - INV REL - SINCE 09/2023 - ADVISOR TO CLIENTS OF SUMMIT GLOBAL. DURING TRADE HRS. 8.) SUMMIT GLOBAL PRIVATE WEALTH - 10064 TIMBER CREEK WAY, PALM BEACH GARDENS, FL. FINANCIAL ADVISOR/PARTNER - INV REL - SINCE 09/2023 - ADVISOR TO CLIENTS OF SUMMIT GLOBAL. DURING TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-30
• S63 Uniform Securities Agent State Law Examination
  2005-04-19

Other Names

• Marlow Lynn Hazelbaker