Search by Case Number, Claimant, Respondent, Council, Arbitrator, Award Date or Amount Granted:
| Case Number | Award Date | Case Summary | Customer Case? | Amount Granted |
|---|---|---|---|---|
| 23-03006 | 10/28/2024 | Claimant(s): Andrew Schultz Claimant Lawyers(s): Joel M. Everest Respondent(s): Morgan Stanley Respondent Lawyers(s): Trae D. Meyr Arbitrator(s): Barry David Thorpe Hearing Site: Boca Raton, FL | ||
| 23-03514 | 09/05/2024 | Claimant(s): Erik Snyder, Richard Hargis Claimant Lawyers(s): Joel M. Everest Respondent(s): Fidelity Brokerage Services LLC Respondent Lawyers(s): Noah D. Sorkin Arbitrator(s): Diane Ciccone, Carol H. Gold, Joseph J. Dougherty Hearing Site: Philadelphia, PA | ||
| 23-02947 | 05/15/2024 | Claimant(s): Dale Emerick Claimant Lawyers(s): Joel M. Everest Respondent(s): UBS Financial Services Inc. Respondent Lawyers(s): Melissa J. Gworek Arbitrator(s): Richard S. Zaifert Hearing Site: Tampa, FL | ||
| 22-02369 | 07/10/2023 | Claimant(s): Christopher Hagen Claimant Lawyers(s): Joel M. Everest Respondent(s): Raymond, James & Associates. Respondent Lawyers(s): Laura Ruiz Rivera Arbitrator(s): Michael J. Ahlstrom Hearing Site: Birmingham, AL | ||
| 21-02881 | 06/08/2022 | Claimant(s): John Holt Claimant Lawyers(s): Joel M. Everest Respondent(s): CUSO Financial Services, L.P. Respondent Lawyers(s): Maria J. Seedner Arbitrator(s): Earle J. Schwarz Hearing Site: Birmingham, AL | ||
| 21-00195 | 12/15/2021 | Claimant(s): William Valenti Claimant Lawyers(s): Joel M. Everest Respondent(s): Morgan Stanley Respondent Lawyers(s): Trae D. Meyr Arbitrator(s): Richard S. Zaifert Hearing Site: Tampa, FL | ||
| 21-01046 | 10/27/2021 | Claimant(s): Tina Wang Claimant Lawyers(s): Joel M. Everest Respondent(s): Fidelity Brokerage Services LLC Respondent Lawyers(s): Noah D. Sorkin Arbitrator(s): Philip Aaron Tymon Hearing Site: San Francisco, CA | ||
| 20-02422 | 12/31/2020 | Claimant(s): William Borders Claimant Lawyers(s): Joel M. Everest Respondent(s): Raymond, James & Associates. Respondent Lawyers(s): Robert M. Rudnicki Arbitrator(s): Mark A. Sipper Hearing Site: Louisville, KY | ||
| 19-03112 | 04/09/2020 | Claimant(s): Bryan Hwang Claimant Lawyers(s): Joel M. Everest Respondent(s): Fidelity Brokerage Services LLC Respondent Lawyers(s): Noah D. Sorkin Arbitrator(s): Richard W. Cutler Hearing Site: New York, NY | ||
| 19-01659 | 03/20/2020 | Claimant(s): David Gallahar Claimant Lawyers(s): Joel M. Everest Respondent(s): Raymond, James & Associates. Respondent Lawyers(s): Robert M. Rudnicki Arbitrator(s): Harvey R. Linder Hearing Site: Birmingham, AL |