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Articles Posted in REIT

Jeffrey Davis (CRD#: 2501354) is a broker affiliated with Kovacs Securities Inc. He does business as Davis Financial, LLC of Bristol, Connecticut. On June 10, 2019, he became involved in a pending customer dispute in which a client is alleging that he recommended unsuitable fixed index annuity and mutual funds, and overconcentrated REITs in her […]

Adam Lunceford (CRD#: 4686499), a 15-year veteran of the securities industry whose experience spans five firms, is currently a Scottsdale, Arizona-based registered representative with LPL Financial. He does business as the Householder Group. On June 26, 2019, he became involved in a customer dispute that alleged that he “disregarded the Claimant’s objectives by recommending that […]

Northstar Healthcare Income REIT, a public, non-traded real estate investment trust, has recently suspended its distributions, according to filings made with the Securities and Exchange Commission. Fitapelli Kurta is interested in hearing from investors who have complaints regarding investments made in Northstar Healthcare Income REIT. According to the company’s website, Northstar Healthcare is a public, […]

Public records provided by the Financial Industry Regulatory Authority (FINRA) and accessed on June 13, 2018 indicate that former California-based US Bancorp Investments broker/adviser John Wade has been sanctioned by FINRA in connection to alleged rule violations and barred from acting as a broker or otherwise associating with a broker-dealer firm. Fitapelli Kurta is interested […]

Public records published by the Financial Industry Regulatory Authority (FINRA) on May 1, 2018 indicate that former Maine-based Purshe Kaplan Sterling Investments broker/adviser Park Johnson has received a customer dispute and is currently not affiliated with any broker-dealer firm. Fitapelli Kurta is interested in speaking to investors who have complaints regarding Mr. Johnson (CRD# 1993266). […]

Fitapelli Kurta is interested in hearing from investors who have complaints regarding investments in Highlands real estate investment trust (REIT). According to the REIT’s website, Highlands REIT is “an independent, self-advised, non-traded real estate investment trust.” The company’s portfolio “consists of seven office assets, two industrial assets, six retail assets, two correctional facilities, four parcels […]

Publicly available records provided by the Financial Industry Regulatory Authority (FINRA) on October 1, 2016 indicate that Texas-based IMS Securities broker/adviser Michael Spears is the subject of pending customer complaints. The securities and investment fraud law firm Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Spears (CRD# 4501523). Michael Spears […]

Publicly available records provided by the Financial Industry Regulatory Authority (FINRA) on October 1, 2016 indicate that former Washington-based UBS Financial Services broker/adviser Lori Cousineau Weaver is currently not affiliated with any broker-dealer firm. The securities and investment fraud law firm Fitapelli Kurta is interested in speaking to investors who have complaints regarding Ms. Cousineau […]

Publicly available records published by the Financial Industry Regulatory Authority (FINRA) on October 1, 2016 indicate that California-based Crown Capital Securities broker/adviser Brandon Boyd is the subject of a pending customer complaint. The securities and investment fraud law firm Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Boyd (CRD# 5640721). […]

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