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 […]

Investors have reportedly disputed the sales practices of securities broker Mitchell Jay Stillman [CRD: 1015970, Scottsdale, Arizona], according to public information located on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Mitchell Stillman worked for Wells Fargo Clearing Services LLC beginning on September 4, 1990, and also worked for Wells Fargo Advisors beginning on August 1, 2005. […]

Investors potentially incurred losses because of securities broker Cedric Percell Powell [CRD: 3249130, Tampa, Florida], based on publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Powell worked for Ameriprise Financial Services LLC from June 24, 2021, to June 10, 2025. Investors should review the information below to discover more about Powell’s disclosures. Ameriprise […]

Investors potentially experienced sales practice violations by securities broker Roy Alvin Williams Sr. [CRD: 1069297, Stratford, Connecticut], according to publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Roy Williams worked for Center Street Securities Inc. from October 27, 2016, to August 7, 2023, and Center Street Advisors Inc. from March 6, 2017, to […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors in regard to Inspired Senior Living of Lake Orion DST. Evidently, Inspired Senior Living of Lake Orion DST is a Delaware Statutory Trust real estate offering sponsored by Inspired Healthcare Capital that was marketed to investors, including […]