The securities arbitration law firm of Israels & Neuman is reviewing allegations made against Deyon Robertson, who formerly worked at Finalis Securities in Dallas, Texas. Allegations Regarding the Suspension of Deyon Robertson FINRA initiated an investigation into Deyon Robertson’s conduct. FINRA alleged that he recommended that an investor invest more than 25% of her liquid…
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The securities and investment fraud law firm of Israels & Neuman is looking into allegations involving Paul Beers of Bedminster, New Jersey, who was previously licensed with Lifemark Securities and Foresters Equity. Allegations Regarding Paul Beers The U.S. Attorney’s Office for the District of New Jersey has stated that Paul Beers recently admitted to running…
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The FINRA arbitration law firm of Israels & Neuman is reviewing allegations made against Vincent Pereira, who worked at Alexander Capital in New York City. Allegations Against Vincent Pereira FINRA’s BrokerCheck discloses whether customers have made complaints against a financial advisor. BrokerCheck discloses that Mr. Pereira has been the subject of six customer complaints, one…
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The FINRA Arbitration law firm of Israels & Neuman is reviewing allegations made against Carl Latz, who worked at Texas Securities in Carrollton, Texas. Allegations Against Carl Latz FINRA BrokerCheck discloses whether customers have made complaints against a financial advisor. According to BrokerCheck, Mr. Latz has been the subject of a customer complaint, which was…
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The securities and investment fraud law firm of Israels & Neuman is looking into allegations involving Robin Platt, who was a representative with Hancock Whitney Investment Services and worked in Covington, Louisiana. Allegations Against Robin V. Platt FINRA’s BrokerCheck discloses that Robin Platt has recently been the subject of a customer complaint filed in…
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Are you a former or current client of Gilbert Conrad, formerly with Coastal Equities? The FINRA arbitration law firm of Israels & Neuman is reviewing allegations made against Gilbert Russell Conrad, who worked in a Lewiston, New York office. Allegations Against Gilbert Conrad FINRA began its investigation into Conrad after two customer complaints were filed…
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Did you invest with Kris Barrett, formerly at Edward Jones? The FINRA Arbitration law firm of Israels & Neuman is looking into allegations involving Kris J. Barrett, who worked in Portland, Oregon. He was fired by Edward Jones in August 2026. Allegations Against Kris Barrett BrokerCheck, which is a website maintained by FINRA, discloses that…
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Are you a former or current client of Joseph Eschleman, formerly at Purshe Kaplan Sterling? The FINRA Arbitration law firm of Israels & Neuman is reviewing allegations made against Joe Eschleman, who worked in Sacramento, California. Allegations Against Joseph Eschleman FINRA’s BrokerCheck discloses whether customers have made complaints against a financial advisor. Joseph Eschleman has…
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Are you a former or current client of Jack Wolbert, who was formerly at Boustead Securities? The investment fraud law firm of Israels & Neuman is reviewing allegations made against Jack Wolbert, who worked in Irvine, California. Allegations Against Jack Wolbert In March 2026, a customer made a complaint against Wolbert, alleging that he sold…
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Are you a former or current client of Brandon Bauerle, of Edward Jones and Cetera Investment Services? We are reviewing allegations made against Brandon Michael Bauerle, who worked in a Mont Belvieu, Texas office. Allegations Regarding the Suspension of Brandon Bauerle Edward Jones terminated Bauerle in June 2025. The firm alleged that it had “Concerns…
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