Haselkorn & Thibaut has opened an investigation into Michael Bird (CRD# 5100115), a Fort Mill, South Carolina-based financial advisor currently registered with Cambridge Investment Research and operating under the name Everest Retirement. If you are an investor concerned about your portfolio, recent allegations, or your advisor’s conduct, this comprehensive research report will help you make informed decisions. Contact Haselkorn & Thibaut — call 1-888-885-7162 for a free, confidential consultation. No recovery, no fee.
Who is Michael Bird of Everest Retirement (Cambridge Investment Research, Fort Mill, SC)?
With nearly two decades in the financial services industry, Michael Bird has advised clients ranging from business owners to individuals preparing for retirement. Based in Fort Mill, South Carolina, he is currently registered as both a broker and investment advisor with Cambridge Investment Research (since 2024). He operates under the business name Everest Retirement and previously held registrations at Principal Securities (2008–2024) and Edward Jones (2006–2008) in Charlotte, North Carolina.
Michael Bird’s professional credentials include:
- 19 years of experience in the securities industry
- Passage of the SIE, Series 7, Series 63, and Series 66 examinations
- State licensing in CA, FL, GA, MD, NH, NY, NC, PA, SC, TX, VA, and WI
Investor Complaint Records for Michael Bird
Transparency is crucial when working with a financial advisor, and reviewing regulatory filings and complaint records can help investors spot potential red flags. Here’s a detailed review of Michael Bird’s disciplinary and complaint history:
Table: Summary of Complaints and Disclosures
| Type | Date Filed | Allegations | Status | Disclosed Damages |
|---|---|---|---|---|
| Investor Complaint | October 2025 | Customer alleges that while Michael Bird was a representative of Principal Securities, he permitted the customer’s husband to make unauthorized withdrawals from her account and failed to communicate with the customer to confirm these transactions. | Pending | Unspecified |
This is the primary complaint currently listed as pending and it raises concerns about unauthorized transactions and communication lapses with the client. There are no other reported customer complaints, regulatory actions, arbitrations, or civil litigation involving Michael Bird in public databases as of November 30, 2025.
Review of Regulatory, Legal, and News Background
- FINRA BrokerCheck: Only the single pending customer complaint shown above. No other disclosures.
- SEC (EDGAR) Searches: No SEC administrative actions, orders, or enforcement actions related to Michael Bird or Everest Retirement.
- Federal and State Litigation Records: No pending or resolved civil or criminal court cases (including PACER and major state dockets in Arizona and California).
- News and Press: No published articles or press releases reporting lawsuits, investigations, or customer disputes involving Michael Bird or Everest Retirement.
For those wishing to independently check on the status of Michael Bird’s licensing and background, you can review his current BrokerCheck profile here.
What Investors Should Watch For
When considering whether to continue or initiate a client relationship with a financial advisor, it is helpful to be aware of the common warning signs:
- Lack of Communication: The pending complaint alleges Michael Bird did not confirm transactions with the client, which could indicate broader communication issues.
- Unauthorized Transactions: Allowing anyone other than the account owner authorized by contract to execute withdrawals raises trust and procedural concerns.
- Active Investigation: Haselkorn & Thibaut is actively investigating Michael Bird’s conduct. If you have questions about your own account or feel uneasy about your advisor’s actions, now is the time to seek experienced legal guidance.
Step-by-Step Guide: What To Do if You’re Concerned
If something seems amiss with your accounts or if you are uncomfortable after reading this report, here’s what you can do:
- Check your monthly account statements for transactions you don’t recognize.
- Reach out to your advisor and keep records of all communications.
- Ask for transaction confirmations in writing, especially for withdrawals.
- Contact Haselkorn & Thibaut at 1-888-885-7162 for a free consultation — the firm will review your case with no obligation, and there are no legal fees unless there is a recovery.
Why Choose Haselkorn & Thibaut?
- Over 50 years of combined legal experience advocating for investors
- 98% success rate in securities arbitration and litigation
- Millions recovered for clients
- Nationwide presence and resources
- No recovery, no fee — pay nothing unless a recovery is made
Your call is confidential and there is no risk or obligation.
Ongoing Monitoring and Investor Resources
Investors interested in Michael Bird’s professional standing or wishing to keep updated should:
- Review his BrokerCheck profile regularly
- Set up Google and news alerts for “Michael Bird” and “Everest Retirement”
- Periodically check with state securities regulators, especially in states where he is licensed
- Monitor federal and state court records for new filings, arbitrations, or civil actions
Conclusion & Free Consultation Offer
At this time, the only red flag on Michael Bird’s record as a financial advisor at Cambridge Investment Research and Everest Retirement is a single pending customer complaint involving allegations of unauthorized account withdrawals and lack of communication with the customer. There are no reported lawsuits, regulatory actions, or disciplinary proceedings against him.
If you have questions about your investment losses or believe you may be affected by similar conduct, contact Haselkorn & Thibaut at 1-888-885-7162 today for a free, confidential review. Your financial peace of mind is our top priority.
