Meyer Wilson Blog

Investment Scams in 2020 You Could be Targeted By

While a new year may have brought new resolutions for you, it also comes with investment scams that consumers need to worry about. Some of them have been around a while, but others are relatively new and gaining traction. Most financial experts will tell you that a sign that an investment opportunity may be a… read more

Investment Fraud Claims Filed Against Shimson Plotkin

Have you or someone you know lost money investing with Shimson Plotkin (CRD# 2431863)? Plotkin is currently a registered broker and investment advisor employed with Independent Financial Group, LLC (CRD#: 7717). Shimson Plotkin has been involved in various disputes with customers throughout his career, which began in the financial industry in 1994. The most recent… read more

Financial Advisor David Miller Has Multiple Investment Fraud Claims Filed Against Him

Have you or someone you love lost money investing with financial advisor David Miller (CRD# 4648882)? Miller is currently a registered broker and investment advisor employed with Peachcap Securities, Inc. out of Atlanta, GA. David Miller has had a lengthy career in the investment industry, dating back to 2003. However, he is also the subject… read more

Meyer Wilson Named Tier 1 in 2020 “Best Law Firms”

We have a Tier 1 ranking for Professional Malpractice Law by 2020 U.S. News – Best Lawyers® “Best Law Firms.” Learn more at Meyer Wilson.

JPMorgan Chase Bank Terminates Trevor Rahn After Allegations of Broker Misconduct

JPMorgan Chase Bank terminated Trevor Bradner Rahn after a series of customer disputes accused him of broker misconduct. Visit our blog for more details.

FL Broker Bobby Coburn Barred For Failing to Cooperate with FINRA Investigation Into Unapproved Transactions

Lose money investing with Bobby Wayne Coburn? The Fort Meade Broker was barred by FINRA for failing to cooperate with an investigation into unapproved securities transactions. Call Meyer Wilson.

FINRA Bars Former Morgan Stanley Broker for Failure to Cooperate with Investigation

FINRA barred Michael Carter for refusing to cooperate with regulatory investigation over misconduct allegations. Call Meyer Wilson if you have suffered losses.

SEC Says Merrill Lynch Advisor Marcus Boggs Used $1.7M in Client Funds for Personal Expenses

Lose money investing with former Chicago Merrill Lynch Representative Marcus Boggs? Boggs has been accused by the SEC of stealing over $1.7M in client funds to pay personal bills. Call Meyer Wilson for a consultation.

Former Manhattan Financial Advisor Elias Herbert Hafen Pleads Guilty to Investment Fraud

Lose money investing with Elias Herbert Hafen? The former Manhattan Advisor pled guilty to investment fraud charges over a scheme carried out during his time at Morgan Stanley. Call Meyer Wilson to discuss your case.

Fort Myers Financial Advisor David Rockwell Facing Client Claims Of Alleged Forgery, Fraud & Misappropriation

Lose money investing with Fort Meyers Advisor David A. Rockwell? Rockwell is accused of fraud and misappropriation by clients seeking $1.2M in damages. Call Meyer Wilson to discuss options.