Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors related to Apex South Creek DST. Apex South Creek DST is a Delaware Statutory Trust real estate investment that was marketed nationwide, frequently to investors completing Section 1031 exchanges, as a passive and income-oriented opportunity tied to […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors in connection with Epoch Fort Collins DST. Epoch Fort Collins DST is a Delaware Statutory Trust real estate investment that was marketed primarily to investors completing 1031 exchanges and seeking passive income and tax deferral. Adverse information […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors related to Southern Star Storage Montrose II DST. This investment is a private real estate offering structured as a Delaware statutory trust and was marketed to investors seeking income, diversification, or potential 1031 exchange benefits. Adverse information […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors related to MRSC CO Aspen House DST. This investment is a private real estate offering that was marketed to investors seeking income and potential tax advantages through a 1031 exchange structure. In recent years, adverse information and […]

Investors reportedly complained about securities broker Philip Allen Simonides (also known as Phil Simonides) [CRD: 1847411, Vienna, Virginia], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Notably, Simonides joined McAdam LLC on October 3, 2014, and Madison Avenue Securities LLC on January 8, 2025. Previously, he was with Purshe Kaplan Sterling Investments from […]

Investors potentially experienced sales practice violations because of securities broker Colleen Alice Maron [CRD: 2211633, Albany, New York], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Colleen Maron worked for Purshe Kaplan Sterling Investments from October 27, 2016 to December 31, 2023. Below, individuals can understand more about the client dispute disclosures involving […]

Investors supposedly complained about securities broker Debra Jo Schleining (also known as Deb Hinton, Debra Jo Hinton, Deb Schleining, Debbie Schleining, and Debbie Turner) [CRD: 2768752, Omaha, Nebraska], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Schleining has worked with McDermott Investment Services LLC in Omaha, Nebraska, since May 14, 2015. Evidently, Schleining […]