Marlys Ann Nash

Current Employers

Employment History

• 09/2011 → 09/2023
  World Financial Group, Inc.
  Greenwood Village, CO
• 03/2010 → 09/2017
  Cornerstone Mortgage
  Arvada, CO
• 01/2012 → 08/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 10/2017 → 12/2022
  American Dream Mortgage
  Littleton, CO
• 03/2019 → 08/2023
  Collegeloanfreedom.COm
  Henderson, NV
• 12/2020 → 12/2022
  Benefit Health Advisor
  Englewood, CO
• 08/2023 → Present
  Summit Global Investments, Llc.
  Bountiful, UT
• 09/2023 → 12/2023
  Verity Investments, Inc.
  Durham, NC
• 01/2019 → Present
  Netlaw
  Louisville, KY
• 01/2024 → 08/2025
  United Planners Financial Services
  Scottsdale, AZ
• 01/2019 → Present
  Netlaw Inc.
  Louisville, KY
• 09/2023 → 06/2025
  Bali Computing Ltd Dba Federal Student Loan Repayment Advisors
  Lakewood, CO
• 10/2023 → Present
  Marlys Ann Nash
  Bountiful, UT
• 05/2013 → Present
  Marlys Nash
  Lakewood, CO
• 08/2025 → Present
  Equity Services, Inc.
  Montpelier, VT

Previous Registrations

• 2012-11-08 → 2023-08-31
  Transamerica Financial Advisors, Llc
  Englewood, CO
  Centennial, CO
  Englewood, CO

Other Businesses

1.) 5M CARES, LLC - OWNER - PASS THROUGH ENTITY FOR TAX PURPOSES - LAKEWOOD, CO - SINCE 07/2013 - NOT INVESTMENT RELATED 2.) SUMMIT GLOBAL INVESTMENTS, LLC. - IAR - REGISTERED INVESTMENT ADVISOR - ENGLEWOOD, CO - SINCE 08/2023 - INVESTMENT RELATED 3.) MARLYS ANN NASH - AGENT/INSURANCE AGENT - NON-VARIABLE INSURANCE - BOUNTIFUL, UT - SINCE 10/2023 - INVESTMENT RELATED 4.) NETLAW INC. - REFERRAL SOURCE - ESTATE PLANNING - LOUISVILLE, KY - SINCE 01/2019 - NOT INVESTMENT RELATED 5.) SUMMIT GLOBAL INVESTMENTS PRIVATE WEALTH - FINANCIAL ADVISOR, PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - LAKEWOOD, CO - 08/2023 - INVESTMENT RELATED 6.) MARLYS NASH - REAL ESTATE - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LAKEWOOD, CO - 05/2013 - INVESTMENT RELATED 7.) ESTATE GURU - SALES PERSON - INTRODUCE CLIENTS TO ESTATE GURU AND THEIR SOFTWARE - LAKEWOOD, CO - 08/2025 - NOT INVESTMENT RELATED 8.) SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR, PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - ENGLEWOOD, CO - SINCE 11/2024 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-16
• S63 Uniform Securities Agent State Law Examination
  2012-02-17

Other Names

• Marlys Harstad
• Marlys A Nash