Were you the victim of former J.P. Turner broker Dan Vismor (CRD# 5321492)? He was registered with David Lerner Associates, Inc. in Boca Raton, Florida, from 2017 to 2024. Previously, he was registered with Newbridge Securities Corporation in Boca Raton, Florida, from 2015 to 2017. He was registered with Centaurus Financial, Inc. in Lexington, South Carolina, from May to October 2015 and with J.P. Turner & Company, L.L.C. in Lexington, South Carolina, from 2014 to 2015.
Dan Vismor Customer Complaints
He has been the subject of three customer complaints between 2019 and 2026, according to his CRD report:
February 2026. “Unsuitability, misrepresentation and omission and breach of fiduciary duty. Allegation period: April 25, 2018, the date of the first purchase of E12 to February 25, 2026 the date the SOC was received.” The customer is seeking $200,000 in damages. The complaint was regarding private placement investment losses, including Energy 11, and it took place while he was registered with David Lerner Associates, Inc.
February 2021. “The customer alleges that JP Turner allowed its Registered Representatives to recommend unsuitable investments. No dates were provided within Statement of Claim. The investments took place at the Registered Representatives prior broker/dealer.” The customer is seeking $125,000 in damages, and the case is currently pending. The complaint was regarding CDs and real estate securities, and it took place while he was registered with J.P. Turner (aka Cetera Financial Group). The complaint was regarding certificates of deposit (CDs) and corporate debt losses, and it took place while he was registered with J.P. Turner & Company, L.L.C. and Cetera Financial Group.
October 2019. “The customers allege that the RR facilitated, misrepresented unsuitable investments and breached his fiduciary duty.” The customer sought $57,000 in damages, and the case was settled for $55,000. The complaint was regarding real estate security losses, and it took place while he was registered with J.P. Turner and Centaurus Financial, Inc., Cetera Financial Group, and Cetera Financial, Inc.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, J.P. Turner may be liable for investment or other losses suffered by Dan Vismor’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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