Potomac Analytics' Logo

FINRA Awards for HCR Wealth Advisors

Search by Case Number, Claimant, Respondent, Council, Arbitrator, Award Date or Amount Granted:

Filter by:

Sort by:

Displaying 1 out of 1 results
Case Number Award Date Case Summary Customer Case? Amount Granted
20-0214311/11/2021Claimant(s): Branna Rose
Claimant Lawyers(s): Marc I. Zussman
Respondent(s): Gregory Heller, Steven Weinberger, HCR Wealth Advisors, Heller Capital Resources
Respondent Lawyers(s): Esther E. Cho
Arbitrator(s): Joseph Alfred Davis, Constance Ellen Boukidis, Marc David Wilde
Hearing Site: Los Angeles, CA
Checkmark IconExpungement

1 Results

Display: