Investors potentially experienced sales practice violations by securities broker Brian Earl Watson [CRD: 3181953, Gainesville, Florida], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. It appears that Watson worked for Valmark Securities Inc. from February 24, 1999, to February 28, 2025, and he has additionally served as an advisor and partner at Koss Olinger Company since September 1998 and Koss Olinger Consulting LLC since September 2000. Read below to discover more about this securities broker’s disclosures.
A breach of fiduciary duty occurs when a securities broker or financial advisor fails to act in the client’s best interest. This can involve putting the broker’s financial gain ahead of the client’s needs, giving advice that is not aligned with the client’s goals, or failing to disclose important conflicts of interest. When this happens, clients can experience significant financial harm.
Notably, on June 3, 2025, a Valmark Securities Inc. client filed Civil Action No. 01 2025 CA 001683 about Brian Watson. Primarily, the client alleged that Watson breached his fiduciary duty and made negligent misrepresentations. As a result, the client requested $100,000,000 in compensation from Valmark Securities Inc. or Watson. It appears that this civil suit is awaiting a resolution.
Allegedly, between 2008 and 2025, Koss Olinger Company LLC and/or Koss Olinger Consulting LLC was the client’s investment advisor and handled investments and loan guarantees. Supposedly, the client incurred damages relating to direct investments (DPPs or LPS) or promissory notes. The client also seeks $1,000,000 in compensation from Koss Olinger.
Are you concerned regarding investments you made with Brian Watson? If so, reach out to Soreide Law Group at (888) 760-6552 or online and talk with a securities lawyer about a possible recovery of your investment losses. Soreide Law Group has recovered losses for investors throughout the United States. Also, the firm takes cases on a contingency fee basis and advances all costs. Watson and brokerage firms Watson worked for deny accusations of sales practice violations.
Soreide Law Group has filed a FINRA arbitration on behalf of our clients (Claimants) against: CONCORDE INVESTMENTS SERVICES, LLC, and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC (Respondents). The Claimants are in their late 70s, retired, and according to the lawsuit, were not looking to take any unnecessary risks with their retirement savings. The Claimants […]
THEODORE WILLIAM BYRER (THEODORE W BYRER, TED BYRER) was registered as a broker with MORGAN STANLEY of Indianapolis, Indiana, from 11/11/2013 - 04/20/2023. He was most recently registered with INTERNATIONAL ASSETS ADVISORY, INC of Westfield, Indiana, from 05/09/2023 - 09/17/2024. According to his BrokerCheck CRD report, dated 7/23/2026, THEODORE W BYRER was suspended for 14 […]
MARK LAWRENCE SULLIVAN (MARK SULLIVAN, MARK L SULLIVAN), formerly with UBS Wealth Management USA in New York City, was fined $10,000 and suspended for three months by the Financial Industry Regulatory Authority (FINRA) over allegations that he traded in customers’ accounts without the proper approval. Sullivan was previously registered both as a broker and as an […]
Phone:
Fax: 1-954-760-6553
Email: info@securitieslawyer.com