Category: Unsuitable Investments

Crown Capital Securities-Logo

Erez Law is currently investigating former Crown Capital Securities, L.P. broker Dennis Haywood (CRD# 5850275) regarding unsuitable recommendations regarding non-traded REITs, non-traded BDCs and variable annuities. He was registered with Crown Capital Securities, L.P. in Land O’ Lakes, Florida from … Continue reading

Centaurus Financial

Erez Law is currently investigating Centaurus Financial, Inc. broker Atul Makharia (CRD# 5070762) regarding unsuitable investment recommendations. He has been registered with Centaurus Financial, Inc. in Lexington, South Carolina, since 2015. In February 2023, the United States Securities and Exchange … Continue reading

Erez Law is currently investigating former Integrated Advisors Network LLC, Oppenheimer, and Merrill Lynch broker Dennis Ayre (CRD# 5365176) regarding investment management service related investment losses and unsuitable investment recommendations. He has been registered with Hilltop Securities Inc. in Beverly … Continue reading