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September 3, 2026
Alwin Gonzalez Involved In Investment Planners Investor Complaint Regarding Unauthorized Trading

Investors may have suffered financial harm by securities broker Alwin F. Martinez Gonzalez [CRD: 4890434, Orlando, Florida], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Martinez worked for Investment Planners Inc. from October 22, 2020, to February 10, 2026, and IPI Wealth Management Inc. from February 18, 2021, to February 10, 2026; he […]

September 20, 2020
Jim Parrelly Seemingly Trades Excessively

Investment Planners Broker Jim Parrelly Supposedly Caused Investors' Losses Investor Alert! Financial Industry Regulatory Authority (“FINRA”) shows that James “Jim” Anthony Parrelly (CRD#: 728368, Dearborn, Michigan) is a problem securities broker. Notably, there are 12 disclosures on Parrelly’s record which all suggest that he did something wrong. This includes not just investor complaints or lawsuits […]

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