There are options for clients of former AAG Capital, Inc. broker Daniel Goodwin (CRD# 5752768), who is accused of unsuitable investment recommendations. He has been registered with Quincy Wells Capital, LLC in Chicago, Illinois, since 2026, Accurate Wealth Management, LLC … Continue reading
There are options for clients of Morgan Stanley broker Benjamin Sweeney (CRD# 2885369), who is accused of municipal bond investment losses. He has been registered with Morgan Stanley in Dallas, Texas, since 2009. Benjamin Sweeney Customer Complaints He has been … Continue reading
Were you the victim of former Realta Equities, Inc. broker Jacob Harvey (CRD# 6410027)? He has been registered with Crescent Securities Group, Inc. in Plano, Texas, since 2026. He was registered with Realta Equities, Inc. in Wilmington, Delaware, from 2022 … Continue reading
Morgan Stanley broker Youssef Zohny (CRD# 6759406) faces a multi-million dollar customer complaint for stock losses. He has been registered with Morgan Stanley in San Francisco, California, since 2017. Youssef Zohny Customer Complaints He has been the subject of one … Continue reading
There are options for clients of former Wells Fargo Clearing Services, LLC broker Steven Flahive (CRD# 2674387) who suffered investment losses. He was registered with Wells Fargo Clearing Services, LLC in San Francisco, California, from 2016 to 2024, and Credit … Continue reading
Were you the victim of Charles Schwab & Co., Inc. broker Kenneth Boyer (CRD# 6253518)? He has been registered with Charles Schwab & Co., Inc. in Clayton, Missouri, from 2022 to 2026, TD Ameritrade, Inc. in Clayton, Missouri, from 2021 … Continue reading
Erez Law is currently investigating former Northwestern Mutual Investment Services, LLC broker Ian Pierce (CRD# 6205487) regarding insurance losses. He was registered with Northwestern Mutual Investment Services, LLC in West Hartford, Connecticut, from 2016 to 2020, when he was terminated … Continue reading
Erez Law is interested in speaking with investors who may have suffered losses due to investments with former Realta Equities, Inc. broker Matthew Chancey (CRD# 5645874) regarding alternative investments. He has been registered with Crescent Securities Group, Inc. in Plano, … Continue reading
Can I recover losses from investments with Wealthforge Securities, LLC broker Peter Roberts (CRD# 6982848)? He has been registered with Wealthforge Securities, LLC in Richmond, Virginia, since 2019. He was registered with Cabot Lodge Securities LLC in Orange, California, from … Continue reading
Ameriprise Financial Services, LLC broker Qiong Jackson (CRD# 6444001) is accused of investment losses. He has been registered with Ameriprise Financial Services, LLC in Rancho Cucamonga, California, since 2024. He was registered with Edward Jones in Alta Loma, California, from … Continue reading