Couple Sues Broker Over Versity DST Losses

Published on: June 23, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Why Are Our Securities Lawyers Investigating WealthForge Securities Broker Trawnegan Gall Over Delaware Statutory Trust Sales?

The law firm Shepherd Smith Edwards and Kantas is representing two California retirees seeking up to $500,000 in damages from WealthForge Securities and broker Trawnegan Gall over the allegedly unsuitable sale of high-risk, illiquid Versity Investments Delaware Statutory Trusts (DSTs). The lawsuit comes amid a separate $56 million legal battle against Versity (now Crew Enterprises) for alleged fund misappropriation, sparking wider investigations into multiple brokerage firms that marketed these products to retail investors.

Shepherd Smith Edwards and Kantas (investorlawyers.com) is representing two California retirees in their Versity investment recovery case against WealthForge Securities and its financial advisor Trawnegan Gall. The Claimants are pursuing up to $500,000 in damages.

California Investor Sues Cabin Securities and Former Broker Sameer Bhushan Over Versity DST and ExchangeRight Net-Leased Portfolio 48 Losses

Published on: June 23, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Shepherd Smith Edwards and Kantas Is Representing This Retiree In FINRA Arbitration

A California retiree has filed a FINRA arbitration claim against Cabin Securities and former broker Sameer Bhushan seeking up to $500,000 for losses tied to unsuitable Delaware Statutory Trust (DST) investments. The lawsuit alleges that the illiquid and high-risk investments, including Versity Astoria DST and ExchangeRight Net-Leased Portfolio 48, were improperly sold to the widow for a 1031 exchange.

If you suffered investment losses in a Delaware Statutory Trust (DST), you will want to speak with Shepherd Smith Edwards and Kantas (investorlawyers.com) today. Already, we have filed quite a number of FINRA lawsuits on behalf of DST investors against brokerage firms.

Florida Retiree Sues Realta Equities Over Versity/Crew Enterprises DST Losses

Published on: March 11, 2026 | by Shepherd Smith Edwards & Kantas, LLP

An octogenarian Florida retiree is suing Realta Equities and brokers Matthew Mitchell Chancey and Jacob Harvey for up to $500,000 following significant losses in a Versity Investments/Crew Enterprises Delaware Statutory Trust (DST). Represented by Shepherd Smith Edwards and Kantas, the claimant alleges the firm ignored his low-risk profile and overconcentrated his retirement funds in an unsuitable, high-commission product now linked to an alleged $56 million fraud.

Our Delaware Statutory Trust Recovery Lawyers Are Representing the Claimant in a Six-Figure FINRA Lawsuit

An octogenarian is seeking up to $500,000 in damages from Realta Equities and its brokers Matthew Mitchell Chancey and Jacob Harvey. The Claimant contends that his Realta Equities financial advisors unsuitably recommended a Versity Investments /Crew Enterprises Delaware Statutory Trust (DST) and overconcentrated his account.