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56041 Rulings

Topic Case Name Published / Result

Securities

Securities
Breach of Fiduciary Duty
Verdict: -$1
Kathleen Chen v. Morgan Sta... Mar. 31, 2007
    Jan. 30, 2007
Securities
Breach of Contract
Verdict: $1,500,000
Bruce Wiegand v. Wachovia S... Apr. 14, 2007
    Dec. 28, 2006
Securities
Breach of Fiduciary Duty
Verdict: $17,361
Wells Fargo Advisors LLC fo... Sep. 18, 2010
    Aug. 22, 2010
Securities
Breach of Fiduciary Duty
Verdict: -$1
Rina Schwarz, individually,... Sep. 4, 2010
    Aug. 12, 2010
Securities
Employment
Verdict: $1,282,020
Wells Fargo Advisors LLC v.... Jun. 28, 2014
    Jun. 10, 2014
Securities
Breach of Contract
Verdict: $100,000
Anthony Cowan, Jennifer Cow... Jun. 28, 2014
    Jun. 6, 2014
Securities
Fraud
Verdict: -$1
Michael Szymanski and Beth ... Apr. 14, 2007
    Jan. 19, 2007
Securities
Breach of Fiduciary Duty
Verdict: -$1
Nickie Lee Silk as trustee ... Sep. 18, 2010
    Aug. 10, 2010
Securities
Securities Fraud
Verdict: -$1
Bricklayers and Trowel Trad... Feb. 11, 2012
    Jan. 13, 2012
Securities
Breach of Fiduciary Duty
Verdict: -$1
Lim Cheng Low, Lee Fang Ng ... Sep. 4, 2010
    Aug. 12, 2010
Securities
Breach of Fiduciary Duty
Verdict: -$1
Alfred L. Davenport Jr., in... Sep. 4, 2010
    Aug. 7, 2010
Securities
Breach of Fiduciary Duty
Verdict: -$1
Dhruv Khanna, individually ... Jun. 4, 2016
    Feb. 4, 2016
Securities
Securities Fraud
Verdict: $5,500,000
James Rafton, Trustee of th... Dec. 3, 2011
    Nov. 10, 2011
Securities
Breach of Fiduciary Duty
Verdict: $100,000
Young Soo So v. Shin Han Gl... Mar. 31, 2007
    Feb. 6, 2007
Securities
Securities Fraud
Verdict: -$1
U.S. Securities and Exchang... Sep. 7, 2013
    Aug. 16, 2013
Securities
Broker Negligence
Verdict: $0
Amy Wellman and Harold Well... Feb. 18, 2006
    Oct. 11, 2005
Securities
Fraud
Verdict: $327,245
Laurence Rivkin, individual... Dec. 12, 2009
    Sep. 30, 2009
Securities
Breach of Fiduciary Duty
Verdict: $271,250
Dennis M. Nigro, The Dennis... Mar. 31, 2007
    Feb. 16, 2007
Securities
Breach of Fiduciary Duty
Verdict: -$1
Charles Liotta Trust dated ... Jul. 12, 2014
    Jun. 24, 2014
Securities
Breach of Contract
Verdict: -$1
The Shemano Group Inc. (Cla... Oct. 27, 2007
    Jul. 5, 2007
Securities
Suitability
Verdict: -$1
Albert Bayley Hoeflich, Edw... Jul. 4, 2014
    Jun. 17, 2014
Securities
Breach of Contract
Verdict: $3,668,740
Bruce L. Hopper Rollover IR... Feb. 14, 2015
    Jun. 3, 2014
Securities
Breach of Contract
Verdict: -$1
Mari F. Palash and Andrea L... Mar. 31, 2007
    Feb. 22, 2007
Securities
Securities Exchange Act
Verdict: -$1
Ryan Kelly and Louis Mastro... Nov. 15, 2014
    Oct. 20, 2014
Securities
FINRA Rules
Verdict: -$1
Scott Blair v. UBS Financia... May 21, 2016
    Apr. 18, 2016
Securities
Broker Negligence
Verdict: $0
Confidential Dec. 14, 1996
    Nov. 1, 1996
Securities
Fraud
Verdict: -$1
Jeffrey Harris and Mary And... Mar. 31, 2007
    Feb. 2, 2007
Securities
Breach of Fiduciary Duty
Verdict: -$1
David J. Foster on behalf o... Aug. 21, 2010
    Aug. 5, 2010
Securities
Breach of Fiduciary Duty
Verdict: -$1
Eric T. Besag, Eric T. Besa... Feb. 19, 2011
    Jan. 6, 2011
Securities
Breach of Fiduciary Duty
Verdict: $66,800
Thomas E. Turk, Thomas E. T... Mar. 21, 2009
    Feb. 2, 2009