Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors concerning Inspired Senior Living of Beaverton DST. This is a Regulation D private placement structured as a Delaware Statutory Trust (DST) and marketed primarily to accredited investors, including those completing 1031 exchanges. This investment is important because […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors relating to Inspired Senior Living of Athens DST. This is a private placement real estate investment structured as a Delaware Statutory Trust (DST) and offered to investors under Regulation D. The offering was marketed as a senior […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors related to the sale of Inspired Senior Living of Appleton DST. This investment is a private real estate offering structured as a Delaware Statutory Trust (DST) and sponsored by Inspired Healthcare Capital (IHC), marketed primarily to accredited […]

Investors apparently complained about securities broker Ehud Gersten (also known as Gersten Ehud) [CRD: 7066119, Ann Arbor, Michigan], according to publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Gersten has been registered with Concorde Investment Services LLC since August 19, 2025, and previously worked for Concorde Asset Management LLC from August 19, 2025, […]

Investors apparently complained about securities broker Samuel Bruce Phillips Jr. [CRD: 2239471, McDonough, Georgia], according to public information located on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Phillips worked for Cape Securities Inc. beginning July 7, 2016, and has also been registered with Cape Investment Advisory Inc. since July 7, 2016, and American Global Wealth Management […]

Investors have reportedly disputed the sales practices of securities broker Derek Robert Taylor [CRD: 5214675, Ashland, Ohio], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Derek Taylor worked for The Huntington Investment Company beginning March 29, 2010, and later registered as a financial advisor with Huntington Financial Advisors starting July 3, 2013. Investors […]

Investors apparently complained about securities broker Steven Bae Cho [CRD: 2610257, Red Bank, New Jersey], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Cho worked for Herbert J. Sims Co. Inc. beginning on February 1, 2019, and later became registered with Herbert J. Sims Capital Management Inc. on August 18, 2021, after previously […]

Investors potentially experienced sales practice violations by securities broker Brett Michael Frum [CRD: 2175253, Green Bay, Wisconsin], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Frum worked for AEI Securities Inc. from April 7, 2021, to August 17, 2021, and later became registered with KCD Financial Inc. beginning November 3, 2021, including registrations […]

Investors apparently complained about securities broker Troy Lee Robertson [CRD: 6831574, San Diego, California], according to publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Robertson has been registered with Emerson Equity LLC since April 30, 2024, and previously worked with Copley Financial Group Inc. beginning July 20, 2017. Investors are encouraged to review […]