Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors related to sales of Inspired Senior Living of San Marcos DST. This investment is a private-placement Delaware Statutory Trust formed to acquire and operate senior housing real estate and was offered to accredited investors seeking passive income […]

Investors potentially experienced sales practice violations by securities broker Stephen Giannantonio (also known as Steve Gannantaonio) [CRD: 2309181, New York, New York], according to public information located on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Giannantonio has been registered with Aegis Capital Corp. since June 17, 2013. Investors are encouraged to continue reading to find out […]

Investors apparently complained about securities broker Shawn Christian Everett [CRD: 4653270, Estero, Florida], based on publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Everett worked for Cetera Advisor Networks LLC from August 1, 2014, to December 12, 2023, and Cetera Investment Advisers LLC from May 12, 2023, to December 12, 2023, and he […]

Investors potentially incurred losses because of securities broker John Paul Ledesma (also known as JP Ledesma) [CRD: 2379751, Irvine, California], according to publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Ledesma has been registered with Emerson Equity LLC since May 6, 2021, and previously worked for Sutter Capital Partners LLC from March 26, […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors. Inspired Senior Living of North Haven DST is a Delaware Statutory Trust (DST) private placement offering structured as an equity investment under Regulation D, often marketed as a passive real estate opportunity and in some cases as […]

Investors might have sustained losses due to securities broker Thomas Christophe Prentice [CRD: 874774, Rancho Mirage, California], based on public information located on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Thomas Prentice has been registered with RBC Capital Markets LLC since January 6, 2016. Keep reading to find out more about Thomas Prentice’s disclosures. RBC Capital […]

Investors potentially experienced sales practice violations by securities broker Erick George Revelle (also known as Erick Kuebler) [CRD: 2319437, Dallas, Texas], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Erick Kuebler has been registered with Sanders Morris LLC as a securities broker since November 22, 2016, and as a financial advisor since December […]

Investors apparently complained about securities broker Michael Montalvo [CRD: 4549103, Orlando, Florida], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Michael Montalvo worked for Cetera Investment Services LLC from March 25, 2019, to April 6, 2020, and Raymond James Associates Inc. from April 6, 2020, to June 23, 2025. Read on to learn […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors concerning Inspired Senior Living of Mequon DST. Specifically, Inspired Senior Living of Mequon DST is a Delaware Statutory Trust (DST) real estate offering structured to sell beneficial interests to investors, often in connection with 1031 exchanges. There […]