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Did You Lose Money Investing in Hornbeck Offshore With NTB Financial Corporation Broker Thomas Bonik?

Did You Lose Money Investing in Hornbeck Offshore With NTB Financial Corporation Broker Thomas Bonik?

Posted on Tuesday, January 19th, 2021 at 10:30 pm    

Were you the victim of NTB Financial Corporation broker Thomas Bonik (CRD# 852722)? Bonik was registered with NTB Financial Corporation in St. Augustine, Florida from 1998 to 2020, when he was terminated regarding, “Unsuitable recommendations by Mr. Bonik leading to realized losses between March 2019 and May 2020. Customer opened account in February 2019 specifying… Read More

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Did You Lose Money Investing in Oasis Petroleum?

Posted on Tuesday, January 19th, 2021 at 10:20 pm    

Erez Law is currently investigating brokers registered at brokerage firms across the country who recommended their clients invest in Oasis Petroleum. In September 2020, Oasis Petroleum filed for Chapter 11 bankruptcy, allowing the oil company to continue its operations while reducing its debt. In November 2020, Oasis Petroleum Inc. completed its financial restructuring and emerged… Read More

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Hornbeck Offshore Investment Loss Options

Posted on Tuesday, January 19th, 2021 at 10:16 pm    

Did you lose money investing in Hornbeck Offshore? Brokers across the country recommended their clients invest in Hornbeck Offshore and suffered investment losses In September 2020, Hornbeck Offshore emerged from Chapter 11 pursuant to its Joint Prepackaged Chapter 11 Plan of Reorganization. According to the press release, “Pursuant to the Plan, all general unsecured creditors,… Read More

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Can I Recover Losses from Former David Lerner Associates, Inc. Broker Rafael Klein?

Posted on Tuesday, January 12th, 2021 at 9:16 pm    

There are options for customers of former David Lerner Associates, Inc. broker Rafael Klein (CRD# 2865823) who suffered investment losses due to Energy 11. Klein has been registered with David Lerner Associates, Inc. in Westport, Connecticut since 2005 and with Spirit of America Management Corp. in Westport, Connecticut since 2018. As of May 2020, the… Read More

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Investigation of Former Fortune Financial Services, Inc. Broker Jonathan Freeze

Posted on Tuesday, October 13th, 2020 at 1:15 am    

Did you lose money investing with former Fortune Financial Services, Inc. broker Jonathan Freeze (CRD# 2642023)? Freeze was registered with Fortune Financial Services, Inc. in Canonsburg, Pennsylvania from 2015 to 2017. Previously, Freeze was registered with Summit Brokerage Services, Inc. in Fredericksburg, Virginia from 2013 to 2015 and with LPL Financial LLC in Fredericksburg, Virginia… Read More

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Investment Loss Options for Clients of Elevated Asset Management LLC advisor Nathan Lundquist

Posted on Tuesday, October 13th, 2020 at 1:08 am    

Were you the victim of Elevated Asset Management LLC advisor Nathan Lundquist (CRD# 2973417)? Lundquist was registered with Voya Financial Advisors, Inc. in Wilson, Wyoming from 2004 to 2017.  Lundquist was previously registered as a broker and is currently registered as an investment adviser. Lundquist has been an advisor representative with Present Elevated Asset Management… Read More

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Former Kestra Investment Services, LLC Broker Herman Kahn Atlas Growth Partners Investment Losses

Posted on Thursday, August 27th, 2020 at 7:29 pm    

Erez Law is currently investigating former Kestra Investment Services, LLC broker Herman Kahn (CRD# 1866522) regarding Atlas Growth Partners investment losses. Kahn has been registered with Kestra Investment Services, LLC in Pittsburgh, Pennsylvania from 2004 to 2020.  According to public records, the investor was unsophisticated with minimal investment experience who was looking for safe investments… Read More

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Oil-Linked Exchange-Traded Products Investment Loss Options

Posted on Wednesday, May 27th, 2020 at 8:57 am    

Did your broker recommend you invest in Oil-Linked Exchange-Traded Products (ETPs) and you suffered investment losses? Brokers across the country recommended their clients invest in unsuitable oil, gas, and energy investments, which suffered significant declines when the market crashed due to the COVID-19 pandemic (the coronavirus of the winter and spring of 2020).  In May… Read More

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Energy Sector Losses with Oppenheimer & Co. Inc. Broker Timothy Atyeo?

Posted on Tuesday, April 28th, 2020 at 2:11 pm    

Erez Law is currently investigating Oppenheimer & Co. Inc. broker Timothy Atyeo (CRD# 1544728) regarding energy sector losses. Atyeo has been registered with Oppenheimer & Co. Inc. in Fort Lauderdale, Florida since 2003. Over the past few years, oil prices have significantly declined. A supply glut in 2014 and 2015 led to some of the… Read More

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Erez Law Files Claim Against Presidential Brokerage, Inc. and Broker Gregory Williams

Posted on Friday, March 27th, 2020 at 1:14 pm    

In March 2020, Erez Law filed a FINRA arbitration against Presidential Brokerage, Inc. The customers were clients of Gregory Williams (CRD# 1561089), who has been a registered representative of Forta Financial Group (also known as Presidential Brokerage, Inc.) in Greenwood Village, Colorado since 2011. The clients allege the following in the newly filed FINRA claim:… Read More

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