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June 29, 2025
William Clary Focus Of D.A. Davidson Client’s Financial Exploitation Allegations

Investors might have sustained losses because of securities broker William Edward Clary [CRD: 2300201, Medford, Oregon], based on publicly available information reported on FINRA BrokerCheck. William Clary has worked with D.A. Davidson & Co. in Medford, Oregon, since September 9, 2009. Keep reading to understand more about the disclosures involving William Clary, including pending allegations […]

January 25, 2023
Investors File Disputes About Andrew Schell

Soreide Law Group is investigating possible investor claims against securities broker Andrew Schell (also known as Andrew David Schell) (CRD:  6536347, Colorado Springs, CO). Specifically, Financial Industry Regulatory Authority (FINRA) BrokerCheck discloses that investors disputed the sales practices of the securities broker, who worked for D.A. Davidson Co. Evidently, one or more investors alleged that […]

September 8, 2022
Neil Berlant Sanctioned, Involved In Investor Dispute

Soreide Law Group comes to you with new information regarding securities broker Neil David Berlant (CRD#: 19550, Los Angeles, California). Namely, FINRA sanctioned the securities broker, who worked for D.A. Davidson & Co. (DADCO) between November 2013 and June 2020. Also, his employer discharged him in May 2020, and a client complained about his sales […]

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