Haselkorn & Thibaut has opened an investigation into Bradley Owen Davidson, a stockbroker and investment advisor with CRD# 5142256, headquartered in Mission Viejo, CA. This report is designed to help investors, clients, and anyone who may have engaged with Mr. Davidson—especially during his tenure at WealthForge Securities, LLC—understand the key facts, identify warning signs, and […]

Haselkorn & Thibaut has recently opened an investigation into financial advisor James Dennis Defelice (CRD# 6540511) and his longtime employer, Equitable Advisors, LLC, headquartered in New York, NY. If you are an investor who has worked with James Dennis Defelice or have questions about your investments with Equitable Advisors, read on for an in-depth analysis

Haselkorn & Thibaut has opened an investigation into William M Michael Banks, a registered broker and investment advisor currently employed at UBS Financial Services Inc. in Mt. Laurel, New Jersey (CRD# 866519). If you are an investor concerned about your accounts or any past activity with Mr. Banks, now is the time to learn about

Haselkorn & Thibaut has opened an independent investigation into San Francisco-based financial advisor Christina Lee (CRD #7318401) of J.P. Morgan Securities LLC. As a national law firm focused on representing investors, our mission is to help you understand your options if you’ve experienced unexpected losses or have concerns regarding your brokerage account. Below, we provide