Category: Real Estate Investment Trusts Blog
Can you recover losses due to recommendations by former Triad Advisors LLC broker Dan Wagner Jr. (CRD# 2867278)? He has been registered with Arkadios Capital in Greenville, South Carolina, since 2021, and with Wealth Management Advisors, LLC in Anderson, South … Continue reading
Erez Law is currently investigating Cabot Lodge Securities LLC broker Craig Gould (CRD# 2367293, who is accused of REIT losses. He has been registered with World Equity Group, Inc. In Schaumburg, Illinois, since 2021 and with Cabot Lodge Securities LLC … Continue reading
Were you the victim of former Independent Financial Group, LLC broker William Isaacson (CRD# 2418034)? He was registered with Peak Brokerage Services, LLC in Boynton Beach, Florida, from 2020 to 2023. Previously, he was registered with Independent Financial Group, LLC … Continue reading
Erez Law is currently investigating former Royal Alliance Associates, Inc. broker Angelo Talebi (CRD# 2243829) related to investment losses. He has been registered with Independent Financial Group, LLC in Sherman Oaks, California, from 2024 to 2016. Previously, he was registered … Continue reading
Erez Law is currently investigating Coastal Equities, Inc. broker Gilbert Conrad (CRD# 2746778) regarding investment losses related to unsuitable investment recommendations. He has been registered with Coastal Equities, Inc. in Lewiston, New York, since 2022. Previously, he was registered with … Continue reading
Erez Law is currently investigating brokers nationwide who recommended their clients invest in Silver Star Properties, a non-traded real estate investment trust (REIT). Silver Star Properties owned 44 commercial properties in Texas, which are reportedly worth millions of dollars. Just … Continue reading
Were you the victim of former LPL Financial LLC broker Kevin Houser (CRD# 2513167)? Houser has been registered with Ameriprise Financial Services, LLC in Center Valley, Pennsylvania since 2016. Kevin Houser Customer Complaints He has been the subject of six … Continue reading
Erez Law recently filed a FINRA arbitration against Centaurus Financial, Inc. related to investments. The allegations are related to recommendations of Hospitality Investors Trust, Inc. and speculative and unsuitable L Bonds issued by GWG Holdings Inc. and by Valentino Scott … Continue reading
Erez Law is currently investigating Peachcap Securities, Inc. broker John Mateyko (CRD# 3275621), who faces customer complaints related to unsuitable investment recommendations. He has been registered with Peachcap Securities, Inc. and Peachcap Tax & Advisory, LLC in Serenbe, Georgia, since … Continue reading
Wintrust Investments LLC broker Stephen Sperling (CRD# 3061073) is accused of real estate investment trust (REIT) losses. He has been registered with Wintrust Investments LLC in Palatine, Illinois, since 2007. Stephen Sperling Customer Complaints He has been the subject of … Continue reading