Erez Law is currently investigating TPEG Securities, LLC broker Sanjay Chandra (CRD# 5512809) regarding oil and gas investment losses. He has been registered with TPEG Securities, LLC in Southlake, Texas, since 2008, and Trinity Investors Fund Advisors, LLC in Southlake, … Continue reading
Category: Energy Sector Losses
Can you recover losses due to recommendations by Cambridge Investment Research, Inc. broker Mark Herding (CRD# 2239357)? He has been registered with Harbour Investments, Inc. in Phoenix, Arizona, since 2018. He was registered with Cambridge Investment Research Advisors, Inc. in … Continue reading
Erez Law is currently investigating Cambridge Investment Research, Inc. broker Michael Krumholz (CRD# 1977128) regarding oil and gas investment losses. He has been registered with Fortune Financial Services, Inc. in Reading, Pennsylvania, since 2019, and Perigon Wealth Management, LLC in … Continue reading
Erez Law is currently investigating David Lerner Associates, Inc. broker T.J. Cheriaparampil (CRD# 4466711), who is accused of energy sector investment losses. He has been registered with Wells Fargo Clearing Services, LLC in Melville, New York, since 2015, and Wells … Continue reading
Erez Law is currently investigating California broker Kurt Jackson (CRD# 2913769) regarding high-risk energy sector losses. He has been registered with Commonwealth Financial Network in Arroyo Grande, California, since 2015. He was registered with NFP Advisor Services, LLC in San … Continue reading
Hill Country Exploration Inc. broker Jeffrey Mann (CRD# 2429708) is accused of energy sector losses. He has been registered with Douglas Scott Securities, Inc. in Plano, Texas, since 1995, and as vice president of Hill Country Exploration Inc. in Plano, … Continue reading
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