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 potentially experienced sales practice violations by securities broker Carmen Dean Morrone Jr. [CRD: 1898874, Wantagh, New York], based on publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Morrone has been registered with Realta Equities Inc. since May 12, 2022, and previously worked for B. Riley Wealth Management from October 29, 2021, to […]

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, […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors connected to Mule Creek oil and gas investments. The Little Mule Creek Project was a private energy offering centered on oil and gas drilling operations in Oklahoma and was frequently sold as a way to diversify portfolios […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors related to Blackstone Private Credit Fund (BCRED). BCRED is one of the largest non-traded private credit funds sold to retail investors, often promoted for monthly income and perceived stability. Recent developments involving heavy redemption activity, declining distributions, […]

Soreide Law Group is investigating potential investor claims involving possible sales practice violations by securities brokers and financial advisors related to Silver Point Specialty Lending Fund. The investment is a non-traded business development company (BDC) that was marketed as an income-producing alternative investment for retail investors. Recent disclosures involving declining net asset value, increased leverage, […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors related to White River Energy Corp. tax credit investments. These investments were promoted as a way for investors to generate substantial federal tax deductions through the purchase of Native American–related tax credits. However, serious adverse developments have […]

Soreide Law Group is investigating potential investor claims involving sales practice violations by securities brokers and financial advisors connected to private placement and alternative investment sales. One product drawing attention is the Oak Harbor Capital Special Opportunities Master Fund, a private fund marketed around “special situations” investing where managers seek to profit from distressed assets, […]

Soreide Law Group is investigating potential investor claims involving possible sales practice violations by securities brokers and financial advisors related to private placement real estate investments. Inspired Senior Living of Las Vegas DST is one such investment that has raised concerns following negative developments affecting cash flow and investor expectations. This Delaware Statutory Trust was […]