John Alex (CRD: 2020710) settled customer disputes at Morgan Stanley and UBS Financial Services between 2011 and 2025, according to BrokerCheck, which lists him as John L. Alex.
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.
John Alex (CRD: 2020710) settled customer disputes at Morgan Stanley and UBS Financial Services between 2011 and 2025, according to BrokerCheck, which lists him as John L. Alex.
Sam Bhushan (CRD: 4884717) is named in several pending customer complaints and one settled dispute, according to his BrokerCheck report.
Sterling Louviere (CRD: 2021328), listed on BrokerCheck as Sterling Vaughn Louviere, is named in a pending customer claim over Reg D private placements, with Cabin Securities as the firm named.
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