AM
Abraham D. Marston
EXEMPLAR WEALTH ADVISORS
Phoenix, AZ 85050
Some features on this profile are disabled
CRD#: 2642680
AM
Professional summary
Abraham David Marston, who also goes by Christopher Bradley Marston, Christopher Marston, is a registered financial advisor currently at EXEMPLAR WEALTH ADVISORS, LLC located in Phoenix, Arizona and EXEMPLAR CAPITAL, LLC located in Boston, Massachusetts.
Abraham is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Abraham has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 79, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Bradley Marston | Christopher Marston
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. Exemplar Law LLC, non-Investment related, located at 10 Post Office Square 8th floor, Boston MA. 02195. Mr. Marston is a Managing Member providing legal services to mid-market business clients. Started May, 2004. Mr. Marston spends approximately 30 hours / month engaged in this business, most during trading hours. 2. Exemplar Companies PBC, non-investment related, located at 10 Post Office Square 8th floor, Boston MA. 02195. Mr. Marston is CEO providing administrative services to its subsidiary business advisory companies. Started in April, 2007. Mr. Marston spends approximately 10 hours / month engaged in this business, most during trading hours. 3. Amatucci & Marston, LLC, non-investment related, located at 1900 E. Golf Road, Suite 950, Shaumburg IL. 60089. Mr. Marston is a Partner providing co-counsel services to law firms. Started September, 2021. Mr. Marston spends approximately 10 hours / month engaged in this business, most during trading hours. 4. Valiant Litigation Finance LLC, non-investment related, located at 1900 E. Golf Road, Suite 950, Shaumburg IL. 60089. Mr. Marston is a Partner, providing mass tort litigation financing to law firms. Started September 2021. Mr. Marston spends approximately 10 hours / month engaged in this business, most during trading hours. 5. Also, Principal, S24, of Exemplar Capital, LLC - FINRA Member Broker-Dealer. I occasionally receive commission from placement of private placement of securities. 6. Name: Valiant Investment Holdings, LLC and related subsidiaries, Investment Related, Located at 1900 E. Golf Road, Suite 950, Shaumburg IL. 60089, Nature of the Business: Holding Company, The holding company is parent to several wholly-owned subsidiaries, all related to one or more issuers of securities that fund Mass Tort Litigation Finance, including, at the time of this OBA filing, three (3) funds, a management company, a Sponsor entity and a holding company. Mr. Marston is Co-Owner, Start Date: January 1, 2023, Mr. Marston spends approximately 2 hours/month engaged in this business, zero hours during trading hours. Mr. Marston attends meetings to oversee the business as a passive owner of the company. 7. Name: Deep Hash Holdings, LLC and related subsidiaries, Investment Related, Located at 1900 E. Golf Road, Suite 950, Shaumburg IL. 60089, Nature of the Business: a parent entity to Deep Hash Mining, LLC and possibly other LLC's in the future engaged in identical activities, Mr. Marston is Co-Owner, Start Date February 1, 2024, Mr. Marston spends approximately 2 hours/month engaged in this business, zero hours during trading hours. Mr. Marston will attend at most one meeting per week outside of hours related to overseeing the business. 8. Name:Valiant Digital Mining Holdings, LLC and related subsidiaries, Investment Related, Located at 1900 E. Golf Road, Suite 950, Shaumburg IL. 60089, Nature of the Business: Holding company,The holding company is parent to several wholly-owned subsidiaries, all related to one or more issuers of securities that fund Digital Asset Mining, including, at the time of this OBA filing, 2 funds, a management company, a Sponsor entity and a holding company, Mr. Marston is Co-Owner, Start Date February 1, 2024, Mr. Marston spends approximately 2 hours/month engaged in this business, zero hours during trading hours. Mr. Marston attends meetings to oversee the business as a passive owner of the company.
CRS (Client Relationship Summary) - RIA
Click below to view Abraham David Marston'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 28, 2022 - Present
EXEMPLAR WEALTH ADVISORS, LLC
Office #1: 20860 N Tatum Blvd Suite 300, Phoenix, AZ 85050RIA
CRD#: 322419
Phoenix, AZ
Current
January 12, 2012 - Present
EXEMPLAR CAPITAL, LLC
Office #1: 265 Franklin Street Suite 1702, Boston, MA 02110Office #2: 2645 North Federal Highway #220, Delray, FL 33483BD
CRD#: 155786
BOSTON, MA
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
Alabama(3/23/2018)
RR
Alaska(3/22/2018)
RR
Arizona(3/26/2018)
IAR
Arizona(10/14/2022)
RR
Arkansas(12/17/2020)
RR
California(3/8/2018)
IAR
California(10/10/2022)
RR
Colorado(3/21/2018)
RR
Connecticut(4/5/2018)
RR
Delaware(3/27/2018)
RR
District of Columbia(4/6/2018)
RR
Florida(4/21/2021)
IAR
Florida(6/30/2023)
RR
Georgia(9/28/2022)
RR
Hawaii(3/27/2018)
RR
Idaho(3/6/2018)
RR
Illinois(3/21/2018)
IAR
Illinois(10/19/2022)
RR
Indiana(5/18/2018)
RR
Iowa(3/5/2018)
RR
Kansas(5/21/2018)
RR
Kentucky(3/14/2018)
RR
Louisiana(3/12/2018)
RR
Maryland(5/24/2018)
RR
Massachusetts(1/23/2012)
RR
Michigan(3/26/2018)
RR
Minnesota(3/14/2018)
RR
Mississippi(3/6/2018)
RR
Missouri(4/2/2018)
RR
Montana(6/12/2018)
RR
Nebraska(3/23/2018)
RR
Nevada(3/8/2018)
RR
New Hampshire(1/28/2021)
RR
New Jersey(4/26/2021)
RR
New Mexico(5/18/2018)
RR
New York(3/16/2018)
IAR
New York(4/16/2024)
RR
North Carolina(4/2/2018)
RR
North Dakota(3/22/2018)
RR
Ohio(3/19/2018)
RR
Oklahoma(3/8/2018)
RR
Oregon(3/22/2018)
RR
Pennsylvania(3/8/2018)
IAR
Pennsylvania(3/18/2024)
RR
Puerto Rico(7/6/2018)
RR
Rhode Island(3/8/2018)
RR
South Carolina(3/19/2018)
RR
South Dakota(3/6/2018)
RR
Texas(6/13/2018)
IAR
Texas(9/28/2022)
RR
Utah(3/5/2018)
RR
Vermont(3/22/2018)
RR
Virgin Islands(4/6/2018)
RR
Virginia(3/29/2018)
RR
Washington(3/8/2018)
RR
West Virginia(4/12/2018)
RR
Wisconsin(7/6/2018)
RR
Wyoming(3/21/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EW
EXEMPLAR WEALTH ADVISORS, LLC
EXEMPLAR WEALTH ADVISORS, LLC
CRD#: 322419 / SEC#:
Arizona
Registered Investment Advisory firm - (8/31/2022 Approved)California
Registered Investment Advisory firm - (10/10/2022 Approved)Florida
Registered Investment Advisory firm - (6/30/2023 Approved)Illinois
Registered Investment Advisory firm - (10/19/2022 Approved)New York
Registered Investment Advisory firm - (4/16/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (3/18/2024 Approved)Texas
Registered Investment Advisory firm - (7/7/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20860 N Tatum Blvd Suite 300, Phoenix, AZ 85050
Mailing Address
Phone number
(602) 695-0210
Established
Firm type
Fiscal year end
# of Employees
3
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
