Soreide Law Group is investigating potential investor claims involving losses in Velocis Fund III, a private real estate fund that has reportedly generated significant losses for some investors. Velocis Fund III was offered as an alternative investment focused on acquiring, improving, and managing commercial real estate assets in selected regions of the United States. Because […]

Investors potentially experienced sales practice violations by securities broker Toni Lynn Iannarelli (also known as Toni Lynn Sidona) [CRD: 1193641, Westlake Village, California], according to public information found on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Toni Iannarelli worked for Western International Securities Inc. and Western International Securities from November 16, 2015, to June 5, 2025, […]

Investors apparently complained about securities broker Matthew Robert Westberry (also known as Matt Westberry) [CRD: 4908745, Marion, Iowa], based on public information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Westberry worked for SCF Securities Inc. from February 28, 2022, to October 23, 2024, and previously worked for LPL Financial LLC from August 10, 2018, to […]

Soreide Law Group is investigating potential investor claims involving KKR Real Estate Select Trust (“KREST”), including whether securities brokers and financial advisors properly explained the investment’s illiquidity, quarterly redemption limits, valuation risks, and the possibility that investors could be unable to fully access their money during periods of elevated withdrawal demand. KREST is a non-traded […]