Jeffrey Matthew Marston

Current Employers

Calton & Associates, Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2025-02-05

AL RA
APPROVED

Since 2025-02-05

Branch Locations

Eindhoven • Netherlands

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cadaret, Grant & Co., Inc.	Fairhope	AL	10/2002	08/2024
Calton & Associates, Inc.	Tampa	FL	08/2024	Present
Calton & Associates, Inc.	Tampa	FL	01/2025	Present

10/2002 → 08/2024

Cadaret, Grant & Co., Inc.

Fairhope, AL
08/2024 → Present

Calton & Associates, Inc.

Tampa, FL
01/2025 → Present

Calton & Associates, Inc.

Tampa, FL

Other Businesses

MARSTON & BURTON INC, FAIRHOPE, AL, INVESTMENT RELATED, DBA/SALES, SECURITIES AND INSURANCE, OWNER, START 6/2014, 130 TO 160 HRS MONTHLY, 6-8 HRS MONTHLY DURING TRADING, MANAGING CLIENT ACCOUNTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-29
S63	Uniform Securities Agent State Law Examination	2003-01-07

S65 Uniform Investment Adviser Law Examination

2025-01-29
S63 Uniform Securities Agent State Law Examination

2003-01-07