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Abraham David Marston

EXEMPLAR WEALTH ADVISORS
PHOENIX, AZ
·CRD# 2642680·15 years experience

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,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Bradley Marston, Christopher Marston

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

15 years in the financial services industry

Current & Past Employments

EXEMPLAR WEALTH ADVISORS, LLC·CRD# 322419
RIA
20860 N Tatum Blvd Suite 300, Phoenix, AZ 85050
September 28, 2022 - Present
EXEMPLAR CAPITAL, LLC·CRD# 155786
BD
1. 265 Franklin Street Suite 1702, Boston, MA 021102. 11575-11585 U.s. Highway 1 Unit 26, North Palm Beach, FL 33408
January 12, 2012 - Present

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Current Firm

EW
EXEMPLAR WEALTH ADVISORS, LLC

EXEMPLAR WEALTH ADVISORS, LLC

CRD#: 322419
Arizona
Registered Investment Advisory firm - Arizona (8/31/2022 Approved)
California
Registered Investment Advisory firm - California (10/10/2022 Approved)
Florida
Registered Investment Advisory firm - Florida (6/30/2023 Approved)
Illinois
Registered Investment Advisory firm - Illinois (10/19/2022 Approved)
New York
Registered Investment Advisory firm - New York (4/16/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/18/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (7/7/2022 Conditional Restricted)

Contact Information

Main Address

20860 N Tatum Blvd Suite 300, Phoenix, AZ 85050

Phone Number

(602) 695-0210

# of Employees

3

Documents

Latest Form ADV
0

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)
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)
RR
Georgia
(9/28/2022)
RR
Hawaii
(3/27/2018)
RR
Idaho
(3/6/2018)
RR
Illinois
(3/21/2018)
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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2022About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Nov 2011About the Series 79 exam

Series 7 — General Securities Representative Examination

Passed Mar 2011About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Oct 2011About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Abraham David Marston's CRS (Customer Relationship Summary).

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