| 23-02786 | 10/28/2024 | Claimant(s): Linda Fontanes
Claimant Lawyers(s): Kerry Lawson Pedigo
Respondent(s): Charles Schwab & Co..
Respondent Lawyers(s): Gordon C. Young
Arbitrator(s): Joseph C. Roberts, Peter H. Daly, James John Jurinski
Hearing Site: Boise, ID
|  | $0 |
| 21-02646 | 11/22/2022 | Claimant(s): Carol Monte
Claimant Lawyers(s): Kalju Nekvasil
Respondent(s): First Allied Securities.
Respondent Lawyers(s): Elizabeth Lowery
Arbitrator(s): Jonathan H. Krotinger, Paul E. Dahlman, Jon Richard Catten
Hearing Site: Boise, ID
| | Expungement |
| 21-00694 | 11/10/2021 | Claimant(s): Joyce L. Burkheiser
Claimant Lawyers(s): Kathryn A Salfingere
Respondent(s): Morgan Stanley, Kal Jamsa
Respondent Lawyers(s): Kathleen Salvaty
Arbitrator(s): Dean J. Dietrich
Hearing Site: Boise, ID
| | $0 |
| 21-02259 | 11/04/2021 | Claimant(s): Fredrick Schiffle
Claimant Lawyers(s): Kevin P. Kruppnick
Respondent(s): Joseph Thurnherr
Respondent Lawyers(s): Joseph Morris Thurnherr
Arbitrator(s): John J. Fitzpatrick
Hearing Site: Boise, ID
| | $0 |
| 20-00736 | 09/28/2020 | Claimant(s): Michael Willey
Claimant Lawyers(s): Jennifer Tarr
Respondent(s): Lawrence Fawcett
Respondent Lawyers(s): Lawrence John Fawcett
Arbitrator(s): Daniel B. MacLeod
Hearing Site: Boise, ID
| | $36,088 |
| 18-04079 | 12/03/2019 | Claimant(s): David Taylor, Kay Taylor
Claimant Lawyers(s): Jason J. Kane
Respondent(s): Ameriprise Financial Services.
Respondent Lawyers(s): Sydney H. Crowther
Arbitrator(s): Langdon T. Owen, Thomas R. Dreiling, Mark Lee Haggard
Hearing Site: Boise, ID
| | $0 |
| 18-02355 | 01/03/2019 | Claimant(s): Adele Harper, Amanda Harper, Chris Hansen, Christina Hansen, Ed Harper, Gary Hansen, Genene Hansen, Philip Harper, Ray Hadley, Rick Tokita, Robert Hadley, Terry Hansen, Trevor Shuman
Claimant Lawyers(s): Robert L. Gonser
Respondent(s): Heath Bowen
Respondent Lawyers(s): Tamara A. Seelman
Arbitrator(s): Elwood C. Avery, Paul E. Dahlman, James E. Bartels
Hearing Site: Boise, ID
| | $385,000 |
| 17-03222 | 11/28/2018 | Claimant(s): Cheryl Neace
Claimant Lawyers(s): Eben T Masingill
Respondent(s): Timothy Hetrick, U.S. Brokerage.
Respondent Lawyers(s): Gregory Randall, William A. Morrow
Arbitrator(s): Paul E. Dahlman
Hearing Site: Boise, ID
| | $42,500 |
| 16-02844 | 12/19/2017 | Claimant(s): Gary Stoll, Jimmie Stoll
Claimant Lawyers(s): Christopher L. Lufrano
Respondent(s): Morgan Stanley
Respondent Lawyers(s): Sarah Schiferl
Arbitrator(s): Joseph C. Roberts
Hearing Site: Boise, ID
| | Expungement |
| 17-00135 | 12/19/2017 | Claimant(s): Dwight Hansen, Julie Hansen, Hansen's Grain Inc., Dwight Jay Hansen IRA
Claimant Lawyers(s): Robert L. Gonser
Respondent(s): Brandon Stimpson, Heath Bowen, Allegis Investment Services
Respondent Lawyers(s): Tamara A. Seelman
Arbitrator(s): Larry T. Coady, G. E. Craig Doupe, Michael D. Briggs
Hearing Site: Boise, ID
| | Dismissed by Rule (12200/12201) |
