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58204 Rulings

Topic Case Name Published / Result

Securities

Securities
Breach of Fiduciary Duty
Verdict: $125,000
Overview Productions Inc. v... Nov. 10, 2017
    Sep. 11, 2017
Securities
Expungement
Mark Clifford Richmond v. L... Dec. 27, 2019
    Oct. 11, 2019
Securities
Employment
Jeffrey David Thoele v. Wal... Jan. 12, 2018
    Aug. 25, 2017
Securities
Arbitration
Verdict: $226,590
Gertraude Nye v. First Sout... Nov. 29, 1997
    Jul. 2, 1997
Securities
Breach of Fiduciary Duty
Verdict: -$1
Karl Austin Pettijohn v. UB... Nov. 12, 2016
    Oct. 7, 2016
Securities
Securities Fraud
Verdict: -$1
Cement & Concrete Workers D... Aug. 24, 2013
    Aug. 9, 2013
Securities
Violation of the Securities Act
Verdict: $2,125,000
Zachary Lewy, Sampson Daruv... Aug. 31, 2013
    Aug. 5, 2013
Securities
Employment
Paul Scott Selvin v. Merril... Jan. 12, 2018
    Aug. 17, 2017
Securities
Negligence
Verdict: -$1
Patrick J. Rohan Trust, et ... Feb. 5, 2011
    Jan. 7, 2011
Securities
Expungement
Jason Kenneth Diaz v. Golde... Mar. 6, 2020
    Jan. 17, 2020
Securities
Breach of Fiduciary Duty
Roger Scott Talman and Cath... Mar. 15, 2019
    Jan. 21, 2019
Securities
Breach of Contract
Verdict: $120,362
Morgan Stanley Smith Barney... Sep. 24, 2011
    May 3, 2011
Securities
Breach of Fiduciary Duty
Verdict: -$1
Jerry Mote v. First Allied ... Oct. 4, 2008
    Jul. 15, 2008
Securities
Breach of Fiduciary Duty
Verdict: -$1
Metal Finishing Association... Sep. 17, 2011
    Jun. 9, 2011
Securities
Securities Fraud
Verdict: $16,000,000
SEB Investment Management A... Dec. 30, 2021
    Nov. 2, 2021
Securities
Securities Exchange Act
Jesus Mendoza, individually... Dec. 9, 2022
    Sep. 20, 2021
Securities
Breach of Fiduciary Duty
Verdict: $20,000
Richard Watts, Sally W. Wat... Sep. 17, 2011
    Jun. 17, 2011
Securities
Suitability
Verdict: -$1
St. Anthony Foundation's Ca... Feb. 4, 2012
    Apr. 5, 2011
Securities
Breach of Fiduciary Duty
Verdict: -$1
Sergio Gavaldon, Angelica G... Dec. 29, 2012
    Nov. 28, 2012
Securities
Securities Exchange Act
Ronald Sgarlata, individual... Feb. 8, 2019
    Dec. 13, 2018
Securities
Stock Fraud
Verdict: $0
C3 Enterprises v. George W.... Oct. 23, 1993
    Sep. 24, 1993
Securities
Negligence
Verdict: -$1
Jimmy D. Hair, Karen E. Hai... Feb. 5, 2011
    Jan. 7, 2011
Securities
Breach of Fiduciary Duty
Verdict: -$1
Ronald L. Pelley v. Charles... Feb. 20, 2010
    Jan. 21, 2010
Securities
FINRA Rules
Verdict: -$1
Randall Larry Krenzin v. Me... Jun. 27, 2015
    Mar. 4, 2015
Securities
Fraud
Verdict: -$1
Ikho Kang, Unsoon K. Kang v... Dec. 6, 2008
    Oct. 17, 2008
Securities
Expungement
Mark A. Law v. LPL Financia... Jan. 10, 2020
    Nov. 4, 2019
Securities
Breach of Contract
Verdict: -$1
Christopher Gaertner, Jacqu... Dec. 28, 2013
    Nov. 22, 2013
Securities
Breach of Promissory Note
Verdict: $163,751
Morgan Stanley Smith Barney... Dec. 21, 2013
    Nov. 19, 2013
Securities
Breach of Fiduciary Duty
Verdict: $3,350,000
In re Neopharm Inc. Securit... Feb. 5, 2011
    Jan. 13, 2011
Securities
Fraud
Verdict: -$1
Charles Schwab & Co. Inc. v... Jun. 27, 2015
    Mar. 6, 2015