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    • Judy Louie

    See more on Judy Louie

    Wells Fargo Advisors LLC

    225 S Lake Ave #700
    Pasadena , CA 91101
    Phone: (626) 685-8834
    Fax: (626) 685-8823
    Email: judy.louie@wellsfargoadvisors.com

    UC Hastings COL; San Francisco CA



    Verdicts & Settlements
    Case Name Topic Role Published
    Mark Jay Elston v. Wells Fargo Clearing Services, LLC Securities Respondent Jan. 31, 2020
    Roger Scott Talman and Catherine Margaret Talman, individually and as Trustees of the 1990 Talman Family Living Trust UTD 10/22/1990 v. Wells Fargo Clearing Services LLC dba Wells Fargo Advisors LLC, a Delaware limited liability company, Timothy Patrick Cusick Securities Respondent Mar. 15, 2019
    Scott Daniel Hood v. Merrill Lynch Pierce Fenner & Smith Inc., Wells Fargo Clearing Services LLC Securities Respondent Mar. 1, 2019
    Lance J. Williams v. Merrill Lynch, Pierce, Fenner & Smith Inc.; Wells Fargo Securities Inc. Securities Respondent Jan. 25, 2019
    Greg and Karla Biddle v. Wells Fargo Clearing Services LLC dba Wells Fargo Advisors Securities Respondent Dec. 21, 2018
    Michael Anthony Destro v. Wells Fargo Advisors LLC Securities Respondent Jan. 5, 2018
    Charles W. Morgan, individually and as Trustee of the Charles W. Morgan Revocable Living Trust v. Wells Fargo Advisors LLC Securities Respondent Oct. 6, 2017
    Larry Haberkorn v. Wells Fargo Advisors LLC, et al. Securities Respondent Sep. 1, 2017
    Rosemarie McBride v. Wells Fargo Advisors Financial Network LLC Securities Respondent Aug. 25, 2017
    Jaleh Miller v. Wells Fargo Advisors LLC Securities Respondent May 20, 2017
    John Philip Toman Jr. v. Wells Fargo Advisors Financial Network Contracts Respondent Feb. 11, 2017
    Sefferino Guerrera, Sefferino Guerrera IRA v. David K. Kakuda, Citigroup Global Markets Inc., successor in interest to Citicorp Investment Services, Morgan Stanley, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC Securities Respondent Feb. 11, 2017
    George Kezios v. Wells Fargo Advisors LLC, Gregory John Chachas Jr. Contracts Respondent Feb. 4, 2017
    Barbara Ann Lyster as Trustee of the Barbara Ann Lyster Trust v. Wells Fargo Advisors, LLC, Pamela McGee Adams, Adam Douglas MacDonald, Navellier & Associates Inc. Contracts Respondent Feb. 4, 2017
    Melissa Conway v. Daniel A. Klein, Wells Fargo Advisors LLC Contracts Respondent Jun. 4, 2016
    Felyce Thomas v. James B. Cadenhead, Derek E. Jett, Wells Fargo Advisors Financial Network LLC, Wells Fargo Advisors LLC Securities Respondent Nov. 28, 2015
    John C. Porter, Successor Trustee of the Robert O. and Mary H. Porter Family Trust v. Laheeb Zouhair Karana and Wells Fargo Advisors LLC Securities Respondent Oct. 24, 2015
    Joseph S. Mizrahi, individually and as trustee of the Joseph S. Mizrahi Trust DTD 06/04/1996 v. Douglas Alfredo Solorzano, Wells Fargo Advisors LLC Securities Respondent Oct. 24, 2015
    Wells Fargo Advisors LLC v. Matthew Harrison Contracts Claimant Oct. 24, 2015
    HSH Family Trust U/A Dated 8/15/2011 v. Wells Fargo Advisors LLC Securities Respondent Sep. 12, 2015
    Rodolfo C. and Maria O. Del Real Family Trust v. Wells Fargo Advisors LLC, Wells Fargo Investments LLC Securities Respondent Mar. 21, 2015
    Teresa Sue Harmon v. Wells Fargo Advisors LLC Securities Respondent May 24, 2014
    Steven Savary v. Wells Fargo Advisors. LLC, Jamie Meehan, William O'Connor, Wells Fargo & Co., Meehan Financial Group Securities Respondent Apr. 19, 2014
    Daryl Olson v. John Francis McLaughlin, Wells Fargo Advisors LLC Securities Respondent Feb. 8, 2014
    Joseph Alan Seidler v. Kevin Thomas Kitchin, Wachovia Securities, LLC n/k/a Wells Fargo Advisors LLC Securities Respondent Jan. 4, 2014
    William and Ellen Byrns Trust dated February 25, 1992 v. Barbara Allen-Kelsay, Sean Robert Fansler and Wells Fargo Advisors LLC Securities Respondent Nov. 2, 2013
    Frank Charles Miller v. Wells Fargo Advisors LLC Securities Respondent Sep. 7, 2013
    Joe D. Roberts IRA, Barbara J. Roberts, Joe D. Roberts v. Fidelity Brokerage Services LLC, David Cari Ursem, Wells Fargo Advisors, LLC Taxation Respondent Jul. 7, 2012
    Gilbert W. Lee, Gilbert W. Lee, Trustee of the Lee Family Trust v. A.G. Edwards & Sons Inc., Wachovia Securities LLC, Bart A. Martinez, William R. Lilliott III Securities Respondent Mar. 19, 2011
    Steve R. Fraser v. Wachovia Securities LLC Securities Respondent Mar. 12, 2011
    Lynda Adee v. Wachovia Securities LLC, Wachovia Securities Financial Network, Wells Fargo Advisors LLC, Thorolf B. Teigen, Wells Fargo Investments LLC, A.G. Edwards & Sons Inc. Securities Respondent Jan. 15, 2011
    Vallone Family 1985 Trust, Kenneth L. Vallone TTEE U/A DTD 12/13/1985 v. Wells Fargo Advisors, LLC fka Wachovia Securities LLC, Victor Alexander Koby Securities Respondent Jan. 15, 2011
    Bonnie M. Shoultz v. Joshua J. Billauer, Ralph T. Bryan, Christopher T. Kozo, Wachovia Securities LLC, Robert A. Wolter Securities Respondent Nov. 27, 2010
    Maimoona Mirdad v. Wachovia Securities LLC Securities Respondent Oct. 9, 2010
    Elizabeth Bondoc v. Wachovia Securities, LLC, Stephen W. Wilson Securities Respondent Jan. 5, 2008
    Case Name Topic Role Published
    Mark Jay Elston v. Wells Fargo Clearing Services, LLC Securities Respondent Jan. 31, 2020
    Roger Scott Talman and Catherine Margaret Talman, individually and as Trustees of the 1990 Talman Family Living Trust UTD 10/22/1990 v. Wells Fargo Clearing Services LLC dba Wells Fargo Advisors LLC, a Delaware limited liability company, Timothy Patrick Cusick Securities Respondent Mar. 15, 2019
    Scott Daniel Hood v. Merrill Lynch Pierce Fenner & Smith Inc., Wells Fargo Clearing Services LLC Securities Respondent Mar. 1, 2019
    Lance J. Williams v. Merrill Lynch, Pierce, Fenner & Smith Inc.; Wells Fargo Securities Inc. Securities Respondent Jan. 25, 2019
    Greg and Karla Biddle v. Wells Fargo Clearing Services LLC dba Wells Fargo Advisors Securities Respondent Dec. 21, 2018
    Michael Anthony Destro v. Wells Fargo Advisors LLC Securities Respondent Jan. 5, 2018
    Charles W. Morgan, individually and as Trustee of the Charles W. Morgan Revocable Living Trust v. Wells Fargo Advisors LLC Securities Respondent Oct. 6, 2017
    Larry Haberkorn v. Wells Fargo Advisors LLC, et al. Securities Respondent Sep. 1, 2017
    Rosemarie McBride v. Wells Fargo Advisors Financial Network LLC Securities Respondent Aug. 25, 2017
    Jaleh Miller v. Wells Fargo Advisors LLC Securities Respondent May 20, 2017
    John Philip Toman Jr. v. Wells Fargo Advisors Financial Network Contracts Respondent Feb. 11, 2017
    Sefferino Guerrera, Sefferino Guerrera IRA v. David K. Kakuda, Citigroup Global Markets Inc., successor in interest to Citicorp Investment Services, Morgan Stanley, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC Securities Respondent Feb. 11, 2017
    George Kezios v. Wells Fargo Advisors LLC, Gregory John Chachas Jr. Contracts Respondent Feb. 4, 2017
    Barbara Ann Lyster as Trustee of the Barbara Ann Lyster Trust v. Wells Fargo Advisors, LLC, Pamela McGee Adams, Adam Douglas MacDonald, Navellier & Associates Inc. Contracts Respondent Feb. 4, 2017
    Melissa Conway v. Daniel A. Klein, Wells Fargo Advisors LLC Contracts Respondent Jun. 4, 2016
    Felyce Thomas v. James B. Cadenhead, Derek E. Jett, Wells Fargo Advisors Financial Network LLC, Wells Fargo Advisors LLC Securities Respondent Nov. 28, 2015
    John C. Porter, Successor Trustee of the Robert O. and Mary H. Porter Family Trust v. Laheeb Zouhair Karana and Wells Fargo Advisors LLC Securities Respondent Oct. 24, 2015
    Joseph S. Mizrahi, individually and as trustee of the Joseph S. Mizrahi Trust DTD 06/04/1996 v. Douglas Alfredo Solorzano, Wells Fargo Advisors LLC Securities Respondent Oct. 24, 2015
    Wells Fargo Advisors LLC v. Matthew Harrison Contracts Claimant Oct. 24, 2015
    HSH Family Trust U/A Dated 8/15/2011 v. Wells Fargo Advisors LLC Securities Respondent Sep. 12, 2015
    Rodolfo C. and Maria O. Del Real Family Trust v. Wells Fargo Advisors LLC, Wells Fargo Investments LLC Securities Respondent Mar. 21, 2015
    Teresa Sue Harmon v. Wells Fargo Advisors LLC Securities Respondent May 24, 2014
    Steven Savary v. Wells Fargo Advisors. LLC, Jamie Meehan, William O'Connor, Wells Fargo & Co., Meehan Financial Group Securities Respondent Apr. 19, 2014
    Daryl Olson v. John Francis McLaughlin, Wells Fargo Advisors LLC Securities Respondent Feb. 8, 2014
    Joseph Alan Seidler v. Kevin Thomas Kitchin, Wachovia Securities, LLC n/k/a Wells Fargo Advisors LLC Securities Respondent Jan. 4, 2014
    William and Ellen Byrns Trust dated February 25, 1992 v. Barbara Allen-Kelsay, Sean Robert Fansler and Wells Fargo Advisors LLC Securities Respondent Nov. 2, 2013
    Frank Charles Miller v. Wells Fargo Advisors LLC Securities Respondent Sep. 7, 2013
    Joe D. Roberts IRA, Barbara J. Roberts, Joe D. Roberts v. Fidelity Brokerage Services LLC, David Cari Ursem, Wells Fargo Advisors, LLC Taxation Respondent Jul. 7, 2012
    Gilbert W. Lee, Gilbert W. Lee, Trustee of the Lee Family Trust v. A.G. Edwards & Sons Inc., Wachovia Securities LLC, Bart A. Martinez, William R. Lilliott III Securities Respondent Mar. 19, 2011
    Steve R. Fraser v. Wachovia Securities LLC Securities Respondent Mar. 12, 2011
    Lynda Adee v. Wachovia Securities LLC, Wachovia Securities Financial Network, Wells Fargo Advisors LLC, Thorolf B. Teigen, Wells Fargo Investments LLC, A.G. Edwards & Sons Inc. Securities Respondent Jan. 15, 2011
    Vallone Family 1985 Trust, Kenneth L. Vallone TTEE U/A DTD 12/13/1985 v. Wells Fargo Advisors, LLC fka Wachovia Securities LLC, Victor Alexander Koby Securities Respondent Jan. 15, 2011
    Bonnie M. Shoultz v. Joshua J. Billauer, Ralph T. Bryan, Christopher T. Kozo, Wachovia Securities LLC, Robert A. Wolter Securities Respondent Nov. 27, 2010
    Maimoona Mirdad v. Wachovia Securities LLC Securities Respondent Oct. 9, 2010
    Elizabeth Bondoc v. Wachovia Securities, LLC, Stephen W. Wilson Securities Respondent Jan. 5, 2008
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