Category: Real Estate Investments Blog

There are options for clients of LPL Financial LLC broker Jeffrey Karp (CRD# 2466542) who lost money due to unsuitable investment recommendations. He has been registered with LPL Financial LLC in Mooresville, North Carolina, since 2005. Jeffrey Karp Customer Complaints … Continue reading

Centaurus Financial, Inc. broker Thomas Paine (CRD# 2285372) is accused of real estate securities investment losses. He has been registered with Centaurus Financial, Inc. in Arroyo Grande, California, since 2006. Thomas Paine Customer Complaints He has been the subject of … Continue reading

Cambridge Investment Research, Inc. broker Thomas Bates (CRD# 1037294) is accused of real estate investment losses. He has been registered with Cambridge Investment Research, Inc. in Columbus, Ohio, since 2011. Thomas Bates Customer Complaints He has been the subject of … Continue reading

Former Sigma Financial Corporation broker Jonna Keller (CRD# 1983864) is accused of real estate security losses. She has been registered with Osaic Wealth, Inc. in Sarasota, Florida, since 2023. Previously, he was registered with Sagepoint Financial, Inc. in Sarasota, Florida, … Continue reading

Erez Law is currently investigating Independent Financial Group, LLC broker Daniel Loy (CRD# 3029654), who is accused of unsuitable investment recommendations regarding real estate securities. He has been registered with Independent Financial Group, LLC in Milpitas, California, since 2015. Previously, … Continue reading

Cambridge Investment Research, Inc. broker Alexander Kline (CRD# 1271785) is accused of real estate investment losses. He has been registered with Cambridge Investment Research, Inc. in Pittsburgh, Pennsylvania, since 2011. Previously, he was registered with Prospera Financial Services, Inc. in … Continue reading

Former Summit Brokerage Services, Inc. broker Richard Brown (CRD# 1595628) is accused of real estate investment losses. He has been registered with Cetera Advisor Networks LLC in Fort Myers, Florida, since 2019. Previously, he was registered with Summit Brokerage Services, … Continue reading

Erez Law is currently investigating brokers across the country who are accused of recommending the unsuitable RAD Diversified REIT, a non-traded real estate investment trust (REIT). What is RAD Diversified REIT? Diversified REIT invests in a portfolio of properties … Continue reading

There are options for clients of PHX Financial, Inc. broker Steros Christoforou (CRD# 4407397), who lost money investing in real estate securities. He has been registered with PHX Financial, Inc. in Fort Lauderdale, Florida, since 2012. Steros Christoforou Customer Complaints … Continue reading

Erez Law is currently investigating former Voya Financial Advisors, Inc. broker Nathan Wells (CRD# 5553359), who is accused of real estate securities investment losses. He has been registered with Cetera Advisor Networks LLC in Morrison, Illinois, since 2021. Previously, he … Continue reading