A Wells Fargo Advisors customer dispute filed June 8, 2026 names Cameron Edmiston (CRD 6388552) in a pending FINRA arbitration. The claimant seeks more than $10,000,000. The allegations remain unproven, and Edmiston disputes them.
A pending FINRA claim filed March 19, 2026 names Julienne Riddell (CRD 5682274) over a Delaware Statutory Trust purchase. BrokerCheck lists McDermott Investment Services as the firm. The allegations remain unproven, and no arbitrator has ruled.
According to the disclosure, the claimants describe themselves as experienced real estate investors. They purchased a Delaware Statutory Trust in August 2022 as part of a tax advantaged 1031 exchange. BrokerCheck lists the product as DST / 1031 Exchange.
The pending claim naming Julienne Riddell carries docket 26-00555. The claimants seek $227,000.
Experience counts in a suitability review, but it does not end the inquiry. A buyer who knows rental property can still know little about a passive trust interest. The broker's duty covers the specific product, its liquidity and its fees, not only the asset class.
In our experience, the gap between owning a building and owning a fractional trust interest often shapes how these cases read. Arbitrators look at the whole profile, including age, income and goals, in claims like the one naming Julienne Riddell.
A like-kind exchange lets an investor defer tax by rolling sale proceeds into replacement property. Tax rules set short windows to identify the new property and close on it. A DST interest can close quickly, so it often reaches exchange buyers near a deadline.
That time pressure is why exchange paperwork matters. It shows when the investor sold, which properties they identified and who suggested the trust. The claim naming Julienne Riddell involves a trust bought this way.
Most disputes between investors and brokerage firms go to FINRA arbitration, not court, because the account agreement requires it. A case begins when the investor files a statement of claim with FINRA. The firm and the broker respond with written answers. The parties then choose a panel of one or three arbitrators by ranking and striking names on lists FINRA sends them. Discovery follows, and each side exchanges account statements, notes and other documents. A large share of cases resolve in settlement. The cases that go forward end with a hearing and a written award from the panel. FINRA makes arbitration awards public. A settlement is not published as an award, so its amount appears only on the broker's BrokerCheck report.
Brokerage firms have a duty to supervise the brokers who work for them. If Julienne Riddell handled your account and you have questions, Soreide Law Group can go over it with you. Call (888) 760-6552 or contact us online. Because these claims go to FINRA arbitration rather than a local court, we handle them for investors nationwide. We work on a contingency fee basis. Here is how FINRA arbitration works.
This post summarizes public FINRA records, including BrokerCheck, as of November 7, 2026. Allegations in customer complaints and arbitrations are claims, not findings. Pending claims remain open and undecided. A settlement is also not an admission of wrongdoing. FINRA may also update or correct these records after that date.
A Wells Fargo Advisors customer dispute filed June 8, 2026 names Cameron Edmiston (CRD 6388552) in a pending FINRA arbitration. The claimant seeks more than $10,000,000. The allegations remain unproven, and Edmiston disputes them.
A pending FINRA claim filed March 19, 2026 names Julienne Riddell (CRD 5682274) over a Delaware Statutory Trust purchase. BrokerCheck lists McDermott Investment Services as the firm. The allegations remain unproven, and no arbitrator has ruled.
Stock accounts at RBC Capital Markets sit behind the customer disputes on the BrokerCheck report of Gregory Ricker (CRD 2545035). Each one settled, the most recent in December 2012.
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