Investors potentially experienced sales practice violations by securities broker Melvin Feldman [CRD: 205924, Jersey City, New Jersey], according to publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Melvin Feldman worked for GMS Group beginning on November 2, 1988. Investors are encouraged to continue reading to find out more about the disclosures involving this […]

Investors apparently complained about securities broker Matthew Hugh Hurley [CRD: 1682165, San Diego, California], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Hurley worked for Wells Fargo Clearing Services LLC from September 15, 2015, to April 13, 2020, and has been registered with Independent Financial Group LLC since March 18, 2020. Investors are […]

Investors potentially incurred losses because of securities broker Matthew David Copley [CRD: 6247665, San Diego, California], according to public information located on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Matthew Copley has worked with several firms during his career, including Emerson Equity LLC beginning January 28, 2020, Copley Financial Group Inc. starting June 15, 2016, and […]

When investors hold large, concentrated stock positions—especially in tech stocks that have seen massive growth—they often look for ways to generate extra income without selling their shares. Frequently, brokers suggest a Covered Call strategy as a "safe" way to earn yield. This approach is often recommended even on an otherwise non-dividend-paying stock. However, at Soreide […]

The Soreide Law Group is currently investigating potential claims for recovery on behalf of investors who suffered significant financial losses due to over-concentration in the iShares Bitcoin Trust (IBIT) or MicroStrategy (MSTR). Our firm specifically addresses IBIT MSTR Investment Losses for affected investors. As extreme volatility impacts digital asset markets, many retail investors are discovering […]

Investors have reportedly disputed the sales practices of securities broker Jonathan Partridge Wade (also known as Jon Wade) [CRD: 1614237, New York, New York], according to publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Wade worked for Wells Fargo Clearing Services LLC from August 5, 2000, to September 17, 2025. Investors should review […]

Investors potentially incurred losses because of securities broker Jon Paul Cirelli [CRD: 4729737, Miami, Florida], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Cirelli has been registered with multiple firms over the course of his career, including Concorde Investment Services LLC from June 2, 2015, to April 13, 2022, Coastal Equities Inc. (Realta […]

Investors potentially experienced sales practice violations by securities broker John Ross Gascoyne [CRD: 1837286, The Woodlands, Texas], according to public information located on Financial Industry Regulatory Authority (FINRA) BrokerCheck. John Gascoyne worked for Morgan Stanley Smith Barney from June 1, 2009, to January 6, 2023. Investors are encouraged to continue reading to discover more about […]

Investors apparently complained about securities broker James Peter Saar (also known as Jim Saar) [CRD: 1358375, Temecula, California], based on publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. James Saar worked for Center Street Securities Inc. from August 2, 2018, to September 2, 2020. Investors are encouraged to keep reading to find out […]