Robin Dewayne Walls (Robin Walls) – Customer Disputes Filed Alleging Sales Practice Violations Against Financial Advisor/Broker Robin Walls | Goodman & Nekvasil P.A., May Recover Investor Losses Robin Dewayne Walls (Robin Walls) CRD #2486133 Robin Walls is a previously licensed financial advisor with Capital Financial Services, Inc. According to Robin Walls’ BrokerCheck Report, three customer disputes have been filed alleging …

Cheryl Lynn Romann (Cheryl Romann) – Customer Disputes Filed Involving Financial Advisor/Broker Cheryl Romann Cheryl Lynn Romann (Cheryl Romann) CRD #3163696 Cheryl Romann is a currently licensed financial advisor/broker with Intercarolina Financial Services, Inc. Cheryl Romann was previously licensed with Capital Financial Services, Inc. According to Cheryl Romann’s BrokerCheck report, three customer disputes has been filed alleging sales practice violations …

Matthew Roy Wilson (Matthew Wilson) Financial Advisor/Broker Matthew Wilson | Goodman & Nekvasil, P.A. May Recover Investor Losses on Conservation Easement Matthew Roy Wilson (Matthew Wilson) CRD #4576995 Matthew Wilson is a licensed financial advisor with Ausdal Financial Partners, Inc. Matthew Wilson was previously licensed with Capital Financial Services, Inc. According to the SEC regulatory filings, Matthew Wilson has been, …

Timothy Kirkpatrick Whipple (Tim Whipple) Financial Advisor/Broker Craig Watanabe | Goodman & Nekvasil, P.A. May Recover Investor Losses on Conservation Easement Timothy Kirkpatrick Whipple (Tim Whipple) CRD #2829688 Tim Whipple is a licensed financial advisor with DFPG Investments, LLC. According to the SEC regulatory filings, Tim Whipple has been, or will be paid directly or indirectly, commissions or other similar …

Craig Robert Watanabe (Craig Watanabe) Financial Advisor/Broker Craig Watanabe | Goodman & Nekvasil, P.A. May Recover Investor Losses on Conservation Easement Investments Craig Robert Watanabe (Craig Watanabe) CRD #1177960 Craig Robert Watanabe (Craig Watanabe) is a licensed financial advisor with DFPG Investments, LLC. Craig Watanabe was previously licensed with United Planners’ Financial Services of America. According to the SEC regulatory …

Montbriar, Inc. – Customer Disputes Filed Against CEO of Montbriar, Inc. | Goodman & Nekvasil P.A. May Recover Investor Losses Montbriar, Inc. is a company operated by Jeremy T. Monte, who allegedly made unsuitable recommendations to his clients. If you invested with Montbriar, Inc., you may be able to recover your losses from American Portfolios Financial Services, Inc. This is …

Scott Arthur Morris (Scott Morris) Financial Advisor/Broker Scott Morris | Goodman & Nekvasil, P.A. May Recover Investor Losses on Conservation Easement Investments Scott Arthur Morris (Scott Morris) CRD #5651460 Scott Arthur Morris (Scott Morris) is a licensed financial advisor with International Assets Advisory, LLC. According to the SEC regulatory filings, Scott Morris has been, or will be paid directly or …

Sean Joseph Kelly (Sean Kelly) Financial Advisor/Broker Sean Kelly | Goodman & Nekvasil, P.A. May Recover Investor Losses  Sean Joseph Kelly (Sean Kelly) CRD #2294170 -Update 2/25/20- Goodman & Nekvasil, P.A. has filed an arbitration claim against Capital Financial Services, Inc. involving the sale of Shopoff Funds and GPB Capital.  Sean Kelly is a formerly licensed financial advisor with Center …

Robert Lloyd Omohundro (Robert Omohundro) Financial Advisor/Broker Robert Omohundro | Goodman & Nekvasil, P.A. May Recover Investor Losses on Conservation Easement Investments Robert Lloyd Omohundro (Robert Omohundro) CRD #2415942 Robert Omohundro is a licensed financial advisor with Centaurus Financial, Inc. According to the SEC regulatory filings, Robert Omohundro has been, or will be paid directly or indirectly, commissions or other …

Bryan Christopher Hakola (Bryan Hakola) Financial Advisor/Broker Bryan Hakola | Goodman & Nekvasil, P.A. May Recover Investor Losses on Conservation Easement Investments Bryan Christopher Hakola (Bryan Hakola) CRD #4161289 Bryan Hakola is a licensed financial advisor with Concorde Investment Services, LLC. According to the SEC regulatory filings, Bryan Hakola has been, or will be paid directly or indirectly, commissions or …