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.

Delaware Statutory Trust Recovery Attorneys

Published on: December 1, 2025 | by Shepherd Smith Edwards & Kantas, LLP

San Francisco Investors File Inspired Healthcare Capital Loss Lawsuit Against Realized Financial

Our IHC Delaware Statutory Trusts Are Representing These Claimants, Who Are Suing For Up To $500,000

Two semi-retirees from the San Francisco Bay Area have filed a FINRA arbitration claim against brokerage firm Realized Financial and its registered representatives Robert Johnson, David Dahill, and Stephanie Nicole Elliot. Shepherd Smith Edwards and Kantas Delaware Statutory Trust Recovery Attorneys (investorlawyers.com) are representing these claimants in their six-figure case.

Inspired Healthcare Capital Losses Sue Emerson Equity Over DST Losses

Published on: November 20, 2025 | by Shepherd Smith Edwards & Kantas, LLP

Inspired Healthcare Capital Investors From California Sue Emerson Equity For DST Losses

Retiree Couple Is Pursuing Up to $500,000 in Damages From Broker-Dealer

Shepherd Smith Edwards and Kantas (investorlawyers.com) has filed another six-figure Inspired Healthcare Capital (IHC) recovery claim in FINRA arbitration against Emerson Equity. This time, the claimants are two senior investors from Livermore, CA. Also, Respondents in the investor lawsuit are Emerson Equity control person Dominic Julio Baldini and Emerson Equity broker Adam Ross Shipley.