Erez Law is currently investigating David Lerner Associates, Inc. broker Alan Lowenfels (CRD# 4512765) regarding energy sector losses. He was registered with David Lerner Associates, Inc. in White Plains, New York, from 2002 to 2026. Alan Lowenfels Customer Complaints He … Continue reading
Erez Law is currently investigating Cambridge Investment Research, Inc. broker Dennis Lerner (CRD# 1007397) regarding energy sector losses. He was registered with Cambridge Investment Research, Inc. in Big Rapids, Michigan, from 2011 to 2021. Dennis Lerner Customer Complaints He has … Continue reading
The Wealthgarden F.S. LLC broker Jade Eagles (CRD# 5939276) is accused of energy sector losses. She has been co-owner and co-host at Financially Ever After LLC dba Cover Your Assets in Playa, Vista, California, since 2025, and CCO and investment … Continue reading
Former Wells Fargo broker Jon Bohnert (CRD# 5574237) is accused of non-traded fund losses. He has been registered with Truist Investment Services, Inc. in Louisville, Kentucky, since 2025, and Truist Advisory Services, Inc. in Louisville, Kentucky, since 2025. He was … Continue reading
There are options for clients of former Cambridge Investment Research, Inc. broker Eric Delaney (CRD# 2886715) who suffered energy sector losses. He has been registered with LPL Financial LLC in Raleigh, North Carolina, since 2024. He was registered with Cambridge … Continue reading
Were you the victim of former Kestra Investment Services, LLC broker Mark Zorn (CRD# 2056837) regarding energy sector losses? He was registered with Cetera Advisor Networks LLC in Addison, Texas, from 2022 to 2024, and Kestra Investment Services, LLC in … Continue reading
David Lerner Associates, Inc. broker Howard Roth (CRD# 867754) is accused of energy sector private placement losses. He has been registered with David Lerner Associates, Inc. in White Plains, New York, since 1979. Howard Roth Customer Complaints He has been … Continue reading
Erez Law is currently investigating Edward Jones broker Tala Meyer (CRD# 5408524) regarding energy sector losses. She has been registered with Edward Jones in Corpus Christi, Texas, from 2007 to 2022. Tala Meyer Customer Complaints She has been the subject … Continue reading
Former Lincoln Financial Advisors Corporation broker Kevin O’Sullivan (CRD# 4499275) is accused of energy sector losses. He has been registered with Commonwealth Financial Network in Quincy, Massachusetts, since 2016. He was registered with Lincoln Financial Advisors Corporation in Quincy, Massachusetts, … Continue reading
David Lerner Associates, Inc. broker Nicholas Jembelis (CRD# 4028696) is accused of energy sector losses. He has been registered with David Lerner Associates, Inc. in White Plains, New York, since 1999. Nicholas Jembelis Customer Complaints He has been the subject … Continue reading