MF
Marlow L. Felton
SUMMIT GLOBAL INVESTMENTS
Englewood, CO 80112
Some features on this profile are disabled
CRD#: 4784040
MF
Professional summary
Marlow Lynn Felton, who also goes by Marlow Lynn Hazelbaker, is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Englewood, Colorado and EQUITY SERVICES, INC. located in Palm Beach Gardens, Florida.
Marlow is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Marlow has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marlow Lynn Hazelbaker
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Marlow Lynn Felton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 13, 2023 - Present
SUMMIT GLOBAL INVESTMENTS, LLC
Office #1: 10303 E Dry Creek Road Ste 110, Englewood, CO 80112RIA
CRD#: 157091
Englewood, CO
Current
August 7, 2025 - Present
EQUITY SERVICES, INC.
RIA
BD
CRD#: 265
PALM BEACH GARDENS, FL
Past
November 27, 2023 - December 3, 2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
ENGLEWOOD, CO
Past
January 6, 2012 - September 19, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
Englewood, CO
Past
January 6, 2012 - September 19, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
Englewood, CO
Past
June 14, 2007 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
CENTENNIAL, CO
Past
June 16, 2004 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
CENTENNIAL, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS
CRD#: 157091 / SEC#: 801-76631
RIA
Registered Investment Advisory firm - (5/10/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/7/2025)
IAR
Colorado(9/13/2023)
RR
Colorado(8/7/2025)
RR
Florida(8/7/2025)
IAR
Florida(8/18/2025)
RR
Georgia(8/7/2025)
RR
Illinois(8/7/2025)
RR
Iowa(8/7/2025)
RR
Minnesota(8/7/2025)
RR
Missouri(8/7/2025)
RR
North Carolina(8/7/2025)
RR
Ohio(8/7/2025)
RR
Texas(8/7/2025)
RR
Utah(8/22/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS
CRD#: 157091 / SEC#: 801-76631
RIA
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Contact information
Main Address
620 South Main Street, Bountiful, UT 84010
Mailing Address
620 South Main Street, Bountiful, UT 84010
Phone number
(888) 251-4847
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,923 |
| AUM (Assets Under Management) | $ 1,921,141,101 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
