Investors reportedly complained about securities broker William David Olinger II (also known as Bill Olinger) [CRD: 352019, Gainesville, Florida], according to publicly available information found on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Evidently, Olinger worked for Valmark Securities Inc. from August 18, 2000 to February 28, 2025. Read below to discover more about Olinger’s disclosures and the disputes investors have raised.
Notably, on June 3, 2025, a Valmark Securities Inc. client filed Civil Action No. 01 2025 CA 001683 about William Olinger. The client alleged that Olinger made misrepresentations, breached his fiduciary duty, and was negligent. For this reason, the client requested $100,000,000.00 in compensation from Valmark Securities Inc. or Olinger. Evidently, this civil suit is pending a resolution in the Circuit Court of the Eighth Judicial Circuit in Alachua County, Florida.
Also, a client of Koss Olinger Company LLC (Koss Olinger Consulting LLC) contested William Olinger’s sales practices by filing Civil Action No. 01 2025 CA 001683 on June 3, 2025. Allegedly, Olinger was negligent, breached his fiduciary duty, and made misrepresentations about direct investments and promissory notes. Therefore, the client seeks compensation from Koss Olinger Company LLC and/or Olinger in this ongoing matter before the Eighth Judicial Circuit in and for Alachua County, Florida.
Are you concerned regarding investments you made with William Olinger? If so, reach out to Soreide Law Group online or at (888) 760-6552 and talk with a securities attorney about a possible recovery of your investment losses. For more than a decade, Soreide Law Group has recovered losses for clients throughout the country. The firm also works on a contingency fee basis and advances all costs. Olinger and brokerage firms Olinger worked for deny all allegations of sales practice violations.
Soreide Law Group has filed a FINRA arbitration on behalf of our clients (Claimants) against: CONCORDE INVESTMENTS SERVICES, LLC, and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC (Respondents). The Claimants are in their late 70s, retired, and according to the lawsuit, were not looking to take any unnecessary risks with their retirement savings. The Claimants […]
THEODORE WILLIAM BYRER (THEODORE W BYRER, TED BYRER) was registered as a broker with MORGAN STANLEY of Indianapolis, Indiana, from 11/11/2013 - 04/20/2023. He was most recently registered with INTERNATIONAL ASSETS ADVISORY, INC of Westfield, Indiana, from 05/09/2023 - 09/17/2024. According to his BrokerCheck CRD report, dated 7/23/2026, THEODORE W BYRER was suspended for 14 […]
MARK LAWRENCE SULLIVAN (MARK SULLIVAN, MARK L SULLIVAN), formerly with UBS Wealth Management USA in New York City, was fined $10,000 and suspended for three months by the Financial Industry Regulatory Authority (FINRA) over allegations that he traded in customers’ accounts without the proper approval. Sullivan was previously registered both as a broker and as an […]
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