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Edward S. Zusman

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Markun, Zusman, Freniere & Compton LLP

465 California St Ste 401
San Francisco , CA 94104
Fax: (415) 434-4505
Email: ezusman@mzclaw.com

University of San Diego SOL; San Diego CA



Verdicts & Settlements
Case Name Topic Role Published
Page Rowe v. Independent Financial Group LLC Securities Respondent Feb. 1, 2019
Jose Calderon v. Michael Lawrence Cruz, Finance 500 Inc., Robert Lansing Hicks, Eric Richard Marlin Securities Respondent Dec. 21, 2018
Marcia Berger, individually and on behalf of the Marcia Berger IRA and the Marcia Berger Brokerage Account v. Sandlapper Securities LLC, Independent Financial Group LLC Securities Respondent Dec. 21, 2018
Lyn Freeman, individually and as Trustee of the Lyn A. Freeman Revocable Trust U/A Dtd 11/05/12 v. Jonathan Henry Lee, Robert W. Baird & Co. Inc. Securities Respondent Mar. 25, 2017
Lehman Brothers Holdings Inc., as assignee of Lehman Brothers Inc. v. Christopher James Clifford Securities Respondent Oct. 18, 2014
Heather Carter Molin v. Patrick J. Collins III Securities Claimant May 4, 2013
Lehman Brothers Holdings Inc. v. Charles Alexander Strickler Securities Respondent Nov. 3, 2012
Lehman Brothers Holdings Inc., as assignee of Lehman Brothers Inc. v. Gregory Alan Weiss Employment Law Respondent Jul. 28, 2012
Lehman Brothers Holdings Inc., as assignee of Lehman Brothers Inc. v. Kevin R. Kramer Securities Respondent Jul. 21, 2012
P. Anne Giannini v. Raymond Lawrence Lent, William Hall Servis Jr., Joseph Stephen Niederkorn, David Granville McClurg, McClurg Capital Corp., Tracy Anne McClurg, The McClurg Family Trust Securities Respondent Mar. 17, 2012
Charles Schwab & Co. Inc. v. Amon A. Allahyari Contracts Respondent Feb. 14, 2009
Michael Szymanski and Beth M. Spatz, Trustees of the Szymanski/Spatz Rev. Trust dated 06/12/97 v. William A. Svododa, Steven a. Hild, Morgan C. Becker and Morgan Stanley DW, Inc. Securities Claimant Apr. 14, 2007
Darlene Darata v. McClurg Capital Corporation, David G. McClurg, Raymond L. Lent and Joseph S. Niederkorn Securities Respondent Dec. 9, 2006
Michael Shinkle v. Oak Tree Securities, Inc., Mark Walsvick, Gary Hooker, Daniel Quesada, Legacy Financial Services Inc. Securities Respondent Dec. 9, 2006
Case Name Topic Role Published
Page Rowe v. Independent Financial Group LLC Securities Respondent Feb. 1, 2019
Jose Calderon v. Michael Lawrence Cruz, Finance 500 Inc., Robert Lansing Hicks, Eric Richard Marlin Securities Respondent Dec. 21, 2018
Marcia Berger, individually and on behalf of the Marcia Berger IRA and the Marcia Berger Brokerage Account v. Sandlapper Securities LLC, Independent Financial Group LLC Securities Respondent Dec. 21, 2018
Lyn Freeman, individually and as Trustee of the Lyn A. Freeman Revocable Trust U/A Dtd 11/05/12 v. Jonathan Henry Lee, Robert W. Baird & Co. Inc. Securities Respondent Mar. 25, 2017
Lehman Brothers Holdings Inc., as assignee of Lehman Brothers Inc. v. Christopher James Clifford Securities Respondent Oct. 18, 2014
Heather Carter Molin v. Patrick J. Collins III Securities Claimant May 4, 2013
Lehman Brothers Holdings Inc. v. Charles Alexander Strickler Securities Respondent Nov. 3, 2012
Lehman Brothers Holdings Inc., as assignee of Lehman Brothers Inc. v. Gregory Alan Weiss Employment Law Respondent Jul. 28, 2012
Lehman Brothers Holdings Inc., as assignee of Lehman Brothers Inc. v. Kevin R. Kramer Securities Respondent Jul. 21, 2012
P. Anne Giannini v. Raymond Lawrence Lent, William Hall Servis Jr., Joseph Stephen Niederkorn, David Granville McClurg, McClurg Capital Corp., Tracy Anne McClurg, The McClurg Family Trust Securities Respondent Mar. 17, 2012
Charles Schwab & Co. Inc. v. Amon A. Allahyari Contracts Respondent Feb. 14, 2009
Michael Szymanski and Beth M. Spatz, Trustees of the Szymanski/Spatz Rev. Trust dated 06/12/97 v. William A. Svododa, Steven a. Hild, Morgan C. Becker and Morgan Stanley DW, Inc. Securities Claimant Apr. 14, 2007
Darlene Darata v. McClurg Capital Corporation, David G. McClurg, Raymond L. Lent and Joseph S. Niederkorn Securities Respondent Dec. 9, 2006
Michael Shinkle v. Oak Tree Securities, Inc., Mark Walsvick, Gary Hooker, Daniel Quesada, Legacy Financial Services Inc. Securities Respondent Dec. 9, 2006