Securities Fraud and Mismanagement

Attorney and Counselor at Law

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Colorado

Blue Owl Investments

Blue Owl investments can be scary for a retirement portfolio. Blue Owl investments are private credit investments that pose a threat to investors saving for retirement. The commissions for the sale of this investment are large. This leads some advisors to assert that...

Bluerock Total Income+

Bluerock Total Income+ never stacked up to be the moderate investment advisors represented. Bluerock Total Income+ investors hoped that going public would solve their problems. This investment that brokers and advisors touted as safe is looking to list for a price...

Losses with Jeffrey Perryman of NYLife

We are investigating inappropriate sales practices by the Colorado office of New York Life. We are handling multiple claims against Northern Colorado investment advisor and insurance agent Jeffrey Perryman. Perryman was previously employed by New York Life Insurance,...

KBS REIT III Loss

On December 25, 2023, KBS REIT III trustees cautioned that the REIT could experience sweeping defaults in 2024. We have represented REIT and other investors for over 20 years. Call to learn your options in recovering REIT loss. The ominous warning, released on a...

First Republic Investment Management Fraud

First Republic Investment Management and First Republic Securities representatives allegedly gave false and misleading information about First Republic stock in the days leading to the bank’s collapse. On March 10, 2023, First Republic Investment Management and...