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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

Christopher Lee Felton

Advisor at YOUR IA, LLC

Palm Beach Gardens, FL | ST. GEORGE, UT

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:73f1b20d-4cad-1e0d-c9e4-8bb17e767b2a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 3, 2005 to Sep 15, 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: YOUR IA, LLC
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 10, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Exams: S63|S65
First exam: May 10, 1999
First registration: Jun 3, 2005
Dual registered: yes, broker-dealer
Other names: CHRISTOPHER FELTON
IAPD individual key: 3222050

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
YOUR IA, LLC	Independent wealth	Nov 24, 2025	n/a	yes	Palm Beach Gardens, FL\|ST. GEORGE, UT	Current employment
SUMMIT GLOBAL INVESTMENTS, LLC	Mixed wealth	Sep 11, 2023	Sep 10, 2025	no	BOUNTIFUL, UT\|Englewood, CO\|Palm Beach Gardens, FL\|Englewood, CO	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 6, 2012	Sep 11, 2023	no	Englewood, CO	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Jul 8, 2006	Jan 6, 2012	no	CENTENNIAL, CO	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jun 3, 2005	Aug 23, 2006	no	DENVER, CO	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
SUMMIT GLOBAL INVESTMENTS, LLC	YOUR IA, LLC	Sep 10, 2025	Nov 24, 2025	75	Firm change	RIA to new firm
TRANSAMERICA FINANCIAL ADVISORS, LLC	SUMMIT GLOBAL INVESTMENTS, LLC	Sep 11, 2023	Sep 11, 2023	0	Firm change	Ibd to RIA
INVESTMENT ADVISORS INTERNATIONAL, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jan 6, 2012	Jan 6, 2012	0	Bulk transfer	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	INVESTMENT ADVISORS INTERNATIONAL, INC.	Aug 23, 2006	Jul 8, 2006	-46	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
16164:157091:CO:2023-08-28	Sep 11, 2023	Sep 11, 2023	ENGLEWOOD, CO	Firm change

Relationships

Registered with (4)

→ YOUR IA, LLCRegistered adviserregistration: current employment
Nov 24, 2025 to presentfactForm ADV
→ SUMMIT GLOBAL INVESTMENTS, LLCRegistered adviserregistration: previous registration
Sep 11, 2023 to Sep 10, 2025factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2012 to Sep 11, 2023factForm ADV
→ INVESTMENT ADVISORS INTERNATIONAL, INC.Registered adviserregistration: previous registration
Jul 8, 2006 to Jan 6, 2012factForm ADV

Dated events

Occurred
Sep 10, 2025
Advisor changed firm
Christopher Lee Felton left Summit Global Investments, Llc for Your Ia, Llc (registered 2025-11-24)
Form ADVobserved 6 days ago
Occurred
Sep 11, 2023
Advisor changed firm
Christopher Lee Felton left Transamerica Financial Advisors, Llc for Summit Global Investments, Llc (registered 2023-09-11)
Form ADVobserved 6 days ago