Author: Jeff Erez
![GWG Holdings Inc.](https://www.erezlaw.com/wp-content/uploads/2022/02/GWG-Holdings-Inc..png)
Erez Law is currently investigating Westpark Capital, Inc. broker Linda Wimsatt (CRD# 1401802) regarding GWG Holdings Inc. and its L Bonds losses. She has been registered with American Trust Investment Services, Inc. in Carlsbad, California, since 2020. Previously, she was … Continue reading
![Stifel, Nicolaus & Company, Inc. Logo](https://www.erezlaw.com/wp-content/uploads/2021/04/New-Stifel-Logo_540.png)
Were you the victim of investment losses with Stifel, Nicolaus & Company, Incorporated broker Gerard Kelly III (CRD# 1563010)? He has been registered with Stifel, Nicolaus & Company, Incorporated in Clearwater, Florida, since 2013. Gerard Kelly III Customer Complaints He … Continue reading
![Wells Fargo logo](https://www.erezlaw.com/wp-content/uploads/2017/10/Wells-Fargo-logo.png)
Can I recover losses from investments with Wells Fargo Clearing Services, LLC broker Donavan Hilsabeck (CRD# 1503039)? He has been registered with Wells Fargo Clearing Services, LLC in Henderson, Nevada, since 2011. Donavan Hilsabeck Customer Complaints He has been the … Continue reading
![Morgan-Stanley logo](https://www.erezlaw.com/wp-content/uploads/2022/01/Morgan-Stanley.png)
Were you the victim of Morgan Stanley broker John Rochester (CRD# 2128760) due to unauthorized trading? John Rochester has been registered with Morgan Stanley in Santa Fe, New Mexico, since 2009. In March 2023, a former client of Morgan Stanley … Continue reading
![United Planners' Financial Services of America](https://www.erezlaw.com/wp-content/uploads/2022/08/Unknown-2.jpeg)
Were you the victim of former United Planners’ Financial Services Of America A Limited Partner broker Joseph Appolito (CRD# 6698), who is accused of unsuitable investment recommendations? He has been registered with Commonwealth Financial Network in Kapolei, Hawaii, since 2018. … Continue reading
![The costs of investment fraud effect everyone.](https://www.erezlaw.com/wp-content/uploads/2023/04/erez_investment-fraud-costs-min-scaled-e1714655410276.jpeg)
The high cost of investment fraud in 2022 was staggering at nearly $4 billion in the United States alone. If you fell victim to investment fraud in 2022, you need an investment loss lawyer to evaluate your case to determine … Continue reading
![Old couple](https://www.erezlaw.com/wp-content/uploads/2022/07/old-man-woman.jpg)
Recovering from fraud can be traumatic and painful. You spent your life investing your money so it would grow for your future. When your money disappears, so does your trust in a broker and future plans. When your trust shatters, … Continue reading
![The Parking REIT](https://www.erezlaw.com/wp-content/uploads/2021/09/The-Parking-REIT.png)
Did you lose money investing in The Parking REIT (Real Estate Investment Trust), Inc.? Public records indicate that The Parking REIT was an illiquid investment that has caused investors to suffer losses of 50-75% of their investment principal. A speculative … Continue reading
![Ocean Financial Services](https://www.erezlaw.com/wp-content/uploads/2023/03/Unknown-1.jpeg)
In July 2021, a former client of Ocean Financial Services, LLC filed a FINRA arbitration claim for losses sustained from investments in Northstar Financial Services (Bermuda). The investors were clients of broker Sandro Olivos (CRD# 3228574). The causes of action … Continue reading
![Nelson Partners](https://www.erezlaw.com/wp-content/uploads/2023/03/Screenshot-2023-03-14-at-7.05.21-PM.png)
Were you the victim of Cape Securities, Inc. broker Samuel Bruce Phillips Jr. (CRD# 2239471) who is accused of unsuitable investment recommendations in Nelson Partners’ Skyloft is a private placement investment in commercial real estate. Samuel Bruce Phillips Jr. Customer Complaints … Continue reading