Soreide Law Group has filed a FINRA arbitration on behalf of our client (Claimant) against: MORGAN STANLEY (Respondent). The Claimant resides in Washington state and is employed by Meta/Facebook. On or about 2021, according to the lawsuit, the Respondent pitched the Claimant the Meridian Group an internal management team at MORGAN STANLEY that specializes in […]

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 […]

Did your broker/dealer or financial advisor recommend Hedgehog Investments LLC? The Utah Division of Securities issued a cease-and-desist order to Lehi-based Hedgehog Investments LLC, following allegations that the company and its subsidiaries were not licensed to sell securities and had been allegedly operating a classic Ponzi scheme. According to an article from the Salt Lake […]

Soreide Law Group has filed several lawsuits on behalf of our clients who were sold Inspired Healthcare Capital private placement offerings, including Delaware Statutory Trusts (DSTs) and affiliated funds by their broker/dealers or financial advisors. Inspired Healthcare Capital, filed for Chapter 11 Bankruptcy on February 2, 2026. This came after months of financial distress, including […]

Investors might have sustained losses due to securities broker James Daniel Kent Jr. (also known as Jim Kent) [CRD: 2255753, San Mateo, California], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. James Kent worked for Emerson Equity LLC from September 29, 2016, to March 1, 2021, in Pinellas Park, Florida, and later from […]