Soreide Law Group has filed a FINRA arbitration on behalf of our client (Claimant) against: REALTA EQUITIES, INC. and their registered representative, THOMAS C SHULTZ (Respondents). The Claimant is retired and living in Arizona.  In 2018, the Claimant and her husband were invited to a retirement planning dinner by REALTA EQUITIES broker, THOMAS C SHULTZ. […]

Soreide Law Group has filed a FINRA arbitration on behalf of our client (Claimant) against: WESTPARK CAPITAL, INC., and their former registered representative, DAVID BERNARD LEVINSON (DAVID B LEVINSON) (Respondents). The Claimant is retired and living in Los Angeles, California. On or about November of 2019, as the Claimant was nearing retirement, he liquidated a […]