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.

Soreide Law Group is reviewing potential investor claims involving possible misconduct by securities brokers and financial advisors. One investment drawing scrutiny is Wolf Run, a Delaware Statutory Trust, which was marketed to investors nationwide. Information has surfaced suggesting that this product may not have been appropriate for many individuals, and that investors should be aware of the risks and disputes connected to it. The sections below outline the key points.
Wolf Run is organized as a Delaware Statutory Trust (DST), a structure often used for real estate investments and 1031 exchange opportunities. DSTs allow investors to pool funds to acquire property interests, offering a potential avenue for passive income and tax deferral. Purchasers of shares in the trust become beneficial owners of the underlying real estate. While this structure has legitimate uses, it is complex, limited in flexibility, and typically intended for investors with substantial financial resources and a high tolerance for risk.
Recent reports have raised questions about Wolf Run and individuals tied to its operations. Allegations have been made that investor money was diverted in ways inconsistent with the original purpose of the investment. In addition, the product itself involves risks that may not have been fully explained to investors, including:
These factors highlight why many investors may have been exposed to losses they did not anticipate.
Brokerage firms and financial advisors have a responsibility to recommend only those investments that match a client’s goals, experience, and financial profile. Potential violations tied to Wolf Run may include:
When investors are harmed by these practices, they may pursue remedies such as FINRA arbitration claims or lawsuits seeking compensation for losses.
Did you experience losses because of investing in Wolf Run based on the recommendation of your broker or financial advisor? If so, contact Soreide Law Group online or at (888) 760-6552 to speak with a securities attorney about your potential claim. Soreide Law Group has assisted investors across the country in recovering financial losses. The firm works on a contingency fee basis and advances all costs, meaning clients do not pay unless a recovery is made.
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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