Being audited by the IRS? Did your broker sell you a conservation easement that the IRS is now investigating? Did you get hit with interest, penalties and fines? If your financial advisor sold you a conservation easement without disclosing these risks they may be liable for your losses. Soreide Law Group has filed several conservation […]

Investors might have sustained losses due to securities broker Brad Steven Whalen [CRD: 2582276, Winter Park, Florida], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Evidently, Brad Whalen joined Green Vista Capital LLC on August 27, 2018. Read below for additional information about the securities broker’s disclosures. Green Vista Capital LLC Investor Accused […]

FINRA BrokerCheck shows that investors filed disputes concerning securities broker Philippus Theunis Van Staden (also known as Philip Van Staden) [CRD#: 4489166, Winter Park, Florida]. Evidently, Van Staden joined Green Vista Capital LLC on July 18, 2018, as a securities broker, and Green Vista Asset Management LLC on August 21, 2018, as a financial advisor. […]

DID YOUR BROKER SELL YOU A CONSERVATION EASEMENT? Being audited by the IRS? Did your broker sell you a conservation easement that the IRS is now investigating? Did you get hit with interest, penalties and fines? If your financial advisor sold you a conservation easement without disclosing these risks they may be liable for your […]