Investors potentially experienced sales practice violations by securities broker David Thomas Olsen [CRD: 4823650, Fort Lauderdale, Florida], given the disclosures located on Financial Industry Regulatory Authority (FINRA) BrokerCheck. David Olsen worked for Madison Avenue Securities LLC from October 31, 2017, to December 8, 2023, and again from January 8, 2025, to December 31, 2025. See […]

Investors have reportedly disputed the sales practices of securities broker Richard James Roberts (also known as Rick Roberts) [CRD: 2145874, Laguna Niguel, California], based on publicly available information found on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Richard Roberts has worked for TCFG Wealth Management LLC since December 11, 2012. Read on to find out more […]

Investors potentially incurred losses because of securities broker Dan John Holzer [CRD: 5779187, Wilmington, Delaware], based on public information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Holzer worked for Emerson Equity LLC from November 12, 2013, to September 14, 2022, and has been registered with Realta Equities Inc. since September 7, 2022, and Realta Investment […]

Soreide Law Group is investigating potential investor claims involving NLCA VA Birmingham Realty DST, particularly where brokers or financial advisors may have improperly recommended this specific Delaware Statutory Trust offering. NLCA VA Birmingham Realty DST is a 1031 exchange investment vehicle that offered investors fractional interests in real estate through a private placement. Although it […]

Soreide Law Group is investigating potential investor claims involving Cove Capital 1031 Delaware Statutory Trust (DST) investments and whether brokers improperly recommended these specific tax-deferred real estate offerings. Cove Capital 1031 DSTs are structured investments that allow investors to reinvest proceeds from the sale of real estate into fractional interests in institutional-grade properties while deferring […]

Soreide Law Group is investigating potential investor claims involving the recommendation and sale of CS1031 The Louis Apartments DST by securities brokers and financial advisors. This investment is a Delaware statutory trust (DST) sponsored by Capital Square Realty Advisors LLC, structured as a passive real estate offering frequently used in 1031 exchanges. Recent adverse developments […]

Soreide Law Group is investigating potential investor claims involving the sale of Inspired Senior Living of Round Rock DST, particularly where brokers or financial advisors may have failed to properly disclose risks or recommended this investment inappropriately. Inspired Senior Living of Round Rock DST is a Delaware Statutory Trust (DST) offering tied to a senior […]

Soreide Law Group is investigating potential investor claims specifically involving the sale of Inspired Senior Living of Naperville DST, where brokers and financial advisors may have recommended this high-risk DST investment without fully disclosing its risks or the financial condition of its sponsor. Inspired Senior Living of Naperville DST is a Delaware Statutory Trust investment […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors who recommended the Inspired Senior Living of Melbourne DST. This investment is a Delaware Statutory Trust tied to senior living real estate and was marketed as a passive income-generating opportunity, often appealing to investors seeking 1031 exchange […]