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FINRA Awards for Wealth Management Trust

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Case Number Award Date Case Summary Customer Case? Amount Granted
20-0223708/16/2022Claimant(s): Mark Schultz, Wealth Management Trust
Claimant Lawyers(s): Jason S. Haselkorn
Respondent(s): LPL Financial LLC
Respondent Lawyers(s): Eric A. Michaels
Arbitrator(s): Tracy L. Allen
Hearing Site: Detroit, MI
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