Current Investigations

Did You Lose Money with Aaron Sevigny? Our Law Firm is Investigating United Planners

Published on: January 15, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Did United Planners’ Broker Aaron Sevigny Recommend Creative Media & Community Trust, Priority Income Fund or Another Alternative Investment Where You Sustained Investment Losses?

Shepherd Smith Edwards and Kantas Is Investigating Aaron Sevigny of United Planners’ Financial Services of America

If you are an investor who was unsuitably marketed and sold Priority Income Fund, Creative Media & Community Trust, or other risky alternative investments by United Planners’ Financial Services of America A Limited Partner stockbroker, Aaron Pierce Sevigny, Shepherd Smith Edwards and Kantas (investorlawyers.com) wants to talk to you. Already, we have filed a significant investment loss recovery claim on behalf of a Florida couple who experienced serious losses to their retirement savings after this longtime financial advisor sold them these illiquid, speculative products.

Oregon Regulation Best Interest Lawyers

Published on: January 15, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Oregon SEC Reg BI Attorneys

Representing Beaver State Investors, Brokers, and Investment Advisers Who Disregarded Their Best Interests

If you are an Oregon investor who suffered investment losses and you suspect that your financial advisor may have disregarded your best interests when making recommendations and managing your account, Shepherd Smith Edwards and Kantas Oregon Regulation Best Interest Lawyers (investorlawyers.com) want to talk to you. Our Portland, OR, Regulation Best Interest (Reg BI) law firm has been representing retail investors and conservative retirees for more than 35 years.

Investor Files Six-Figure Alternative Investment Loss Claim Against Centaurus Financial

Published on: January 15, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Investor Files Six-Figure Alternative Investment Loss Claim Against Centaurus Financial

Centaurus Broker William “Bill Burks” Pursued Southwest Airlines Attendants As Clients

Shepherd Smith Edwards and Kantas alternative investment loss recovery law firm (investorlawyers.com) is seeking up to $500,000 in damages from Centaurus Financial for losses sustained by an investor who was sold non-traded real estate investment trusts (non-traded REITs) and other alternative investments, including:

How Broker Fraud Attorneys Recover Lost Retirement Savings

Published on: January 15, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Florida Investors Sue United Planners’ Financial Services of America for Up to $1 Million in Damages

Couple Sustained Losses in Creative Media and Community Trust REIT and Priority Income Fund, as well as other Unsuitable Investment Recommendations

Shepherd Smith Edwards and Kantas Broker Fraud Attorneys (investorlawyers.com) are representing a Florida couple who are suing United Planners’ Financial Services of America A Limited Partnership (United Planners’) for up to $1,000,000 over the customers’ investment losses they sustained.

IHC Delaware Statutory Trusts Recovery Attorneys

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Young Retiree Sues Emerson Equity Over Inspired Healthcare Losses

Our IHC Delaware Statutory Trusts Are Continuing to Investigate Investor Losses

Shepherd Smith Edwards and Kantas IHC Delaware Statutory Trusts Recovery Attorneys (investorlawyers.com) is representing a young retiree in her six-figure FINRA lawsuit. She is seeking up to $500K in damages from Emerson Equity, broker Joshua David Chapin, and Emerson’s control person Dominic Julio Baldini. Our Client trusted the Respondents to take care of her savings. Instead, she contends, they unsuitably recommended Inspired Healthcare Capital Delaware Statutory Trusts (IHC DSTs) and other illiquid investments, such as Carter Multi-family, Exchange Right, HPI, Leitbox, Pinnacle and Red Oak.

Oregon Misrepresentations and Omissions Law Firm

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Oregon Misrepresentations and Omissions Law Firm

Representing Investors Who Have Suffered Losses Because of Misleading or False Information By Their Brokers

From our Portland, Oregon misrepresentation attorneys office, Shepherd Smith Edwards and Kantas (investorlawyers.com) works with retail investors, accredited investors, retirees, high-net-worth investors, and institutional investors throughout the Beaver State whose financial advisors gave them inaccurate or misleading facts about an investment or investing strategy. Misrepresentations and omissions is one of the most common reasons that investors end up involved in financial products or strategies they might otherwise have avoided. Instead, they ended up sustaining serious investment losses.

Houston Institutional Investor Lawyers

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Houston, TX Institutional Investors Lawyers

Representing Corporations, Pension Funds, Businesses and Others In Texas That Have Been The Victim of Broker Fraud

Shepherd Smith Edwards and Kantas (investorlawyers.com) has been fighting for Texas institutional investors in recouping their losses caused by investment fraud for 35 years. With our main office in Houston and another one in Dallas, we are well-established in the Lone Star State where we offer robust securities representation.

When Banks Fail To Protect Older Seniors From Elder Financial Abuse

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

When Banks Fail To Protect Older Seniors From Elder Financial Abuse

86-Year-Old Grandmother Sues Merrill Lynch, UBS, and TD Bank Over Loss of $700,000 in Life Savings in Fraud Scam

Shepherd Smith Edwards and Kantas Elder Financial Exploitation attorneys (investorlawyers.com) represent seniors who have suffered losses because of elder financial abuse. Banks, brokerage firms, and investment advisers are supposed to protect investors from becoming the victims of fraud. It is no secret that elderly seniors, especially those with cognitive impairments, can be especially vulnerable to scammers. Elder financial abuse reportedly costs older Americans about $28B a year.

Did You Lose Money in RMJAX or RMHIX? Recover Your Easterly ROCMuni Losses Today

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

To All Easterly ROCMuni High Income Fund Investors: The Time To Explore Your Legal Options Is Now!

Shepherd Smith Edwards and Kantas Easterly ROCMuni Fund Attorneys Continue to Investigate Stifel, Osaic Wealth, and Other Broker-Dealers Over Investment Losses

Over the last few months, our Easterly ROCMuni High Income Fund recovery attorneys have been filing six- and seven-figure FINRA arbitration claims on behalf of investors whose brokers unsuitably marketed and sold this speculative, high-risk junk fund that was misrepresented as a municipal bond fund. We are also continuing to speak with more investors who suffered losses in the Easterly Fund (RMJAX, RMHIX, and RMHVX). If you are someone who wants to explore whether you have grounds for a financial recovery lawsuit, contact the Easterly ROCMuni Fund Attorneys of Shepherd Smith Edwards and Kantas (investorlawyers.com.)

Shepherd Smith Edwards and Kantas Continues To Investigate AGM Fund Losses

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

AG Morgan Vincent Camarda Remains Under Scrutiny For Unsuitable Investment Recommendations That Allegedly Led to Customers Collectively Losing Many Millions of Dollars

If you are an investor who sustained losses in the AGM Capital Fund II or I, and you worked with now suspended financial advisor Vincent Jerome Camarda, contact Shepherd Smith Edwards and Kantas (investorlawyers.com) today. Camarda, who was most recently a registered representative with IBN Financial Services and before that with Traderfield Securities, is the principal of registered investment adviser AG Morgan Financial Advisors, LLC.

Camarda spent 27 years in the industry. His BrokerCheck CRD shows 37 disclosures, many of which are customer disputes that are already settled or still pending. Most of the claims were filed in 2024 or later. They include a $1.4M arbitration award against Camarda, a $336,248 arbitration award against AG Morgan, Camarda, and AG Morgan Chief Compliance Officer James Edwards McArthur, and a separate $1.3M award against all three of them. Camarda and McCarthur run the AGM Capital Funds.