Search for: "Custom Estates, LLC"
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30 Jun 2018, 12:52 pm
In August 2017, a customer alleged that Williams executed unsuitable sales of five on-traded REITs prior to Williams registration at NEXT Financial Group, LLC. [read post]
26 Sep 2017, 1:29 pm
Coldwell Banker Residential Brokerage, a residential real estate brokerage firm in the mid-Atlantic, announced Tuesday it has partnered with Guaranteed Rate Affinity LLC to include an enhanced mortgage service offering for its affiliated sales agents and their customers. [read post]
25 May 2021, 11:41 am
Just is also the subject of numerous customer complaints concerning allegedly unsuitable investment recommendations that he has made to customers involving alternative investments. [read post]
28 Apr 2023, 12:37 pm
Potential customers and partners often consider companies structured as Delaware LLCs to be more established and trustworthy. [read post]
9 Jan 2024, 10:10 am
Joint Venture Organizational Chart (Real Estate Transaction) Use this chart for understanding a common real estate joint venture structure where a capital member (usually providing the majority of the equity) and an operating member (typically offering their expertise) form a new limited liability company (LLC). [read post]
13 May 2022, 4:44 am
Such business owners might like to work as part of a team, engage directly with their employees and customers, and make and sell products. [read post]
29 Jun 2020, 6:36 am
Advisor Bryan Benson (Benson), formerly employed by Wells Fargo Clearing Services, LLC (Wells Fargo) has been subject to at least one customer complaint and one regulatory action during the course of his career. [read post]
29 Apr 2024, 10:00 pm
Property of the Estate Review this expertly drafted practice on property of the estate. [read post]
10 Aug 2020, 11:06 am
James Please follow us on Twitter @CosLawGroup, on LinkedIn at Cosgrove Law Group, LLC, and on Facebook at Cosgrove Law Group, LLC. [read post]
24 Mar 2020, 6:35 am
According to a BrokerCheck report some of the customer complaints concern alternative investments such as direct participation products (DPPs) like non-traded real estate investment trusts (REITs), oil & gas programs, and annuities. [read post]
1 Jun 2023, 9:40 am
Serving New York Customers: Maybe you’re planning to deliver products or provide services to customers living in New York. [read post]
15 Nov 2008, 2:31 pm
“The banks stopped making loans to our customers,” Ward said in an e-mail. [read post]
12 Jan 2021, 10:10 pm
Estate Planning Basics III. [read post]
27 Apr 2020, 8:29 am
James Lamont was alleged to have solicited investors to invest $1,467,000 in promissory notes related to Woodbridge Group of Companies, LLC, a real estate investment fund. [read post]
27 Apr 2020, 8:29 am
James Lamont was alleged to have solicited investors to invest $1,467,000 in promissory notes related to Woodbridge Group of Companies, LLC, a real estate investment fund. [read post]
29 May 2015, 6:58 am
It’s only customer was a non-profit company operated by the decedent’s son. [read post]
7 Feb 2013, 9:41 am
On February 6, 2013, the Financial Industry Regulatory Authority (FINRA) announced that a public customer was awarded an award of full rescission against Wachovia Securities, LLC, doing business as Wells Fargo Advisors, LLC ("Wells Fargo") for the entirety of Fannie Mae Preferred shares recommended by Wells Fargo. [read post]
6 Mar 2014, 2:35 pm
Krause of Krause Donovan Estate Law Partners, LLC. [read post]
26 Dec 2019, 9:02 am
According to a BrokerCheck report the customer complaint concerns alternative investments such as direct participation products (DPPs) like non-traded real estate investment trusts (REITs), oil & gas programs, annuities, and equipment leasing programs. [read post]
21 Aug 2017, 3:33 am
The typical, broad purpose clause found in untold thousands of standardized and customized LLC agreements provides that the LLC’s purpose is “any lawful business,” mirroring Section 201 of the LLC Law (“A limited liability company may be formed under this chapter for any lawful business purpose or purposes”). [read post]
