| 22-02117 | 07/21/2023 | Claimant(s): Meryll Bangsil
Claimant Lawyers(s): Zachary Morse
Respondent(s): J.P. Morgan Securities
Respondent Lawyers(s): Michael A. Gross
Arbitrator(s): Robert G. Geeseman
Hearing Site: Boca Raton, FL
| | |
| 22-00324 | 07/06/2023 | Claimant(s): Amir Golzar
Claimant Lawyers(s): Zachary Morse
Respondent(s): Merrill Lynch Pierce Fenner & Smith Inc.
Respondent Lawyers(s): Jason E. Murtagh
Arbitrator(s): Sandra L. Malek
Hearing Site: Los Angeles, CA
| | |
| 22-00821 | 06/08/2023 | Claimant(s): William Braun
Claimant Lawyers(s): Zachary Morse
Respondent(s): National Securities Corporation
Respondent Lawyers(s): Emily A. Hayes
Arbitrator(s): Louis David Huss
Hearing Site: Boca Raton, FL
| | |
| 22-00721 | 06/01/2023 | Claimant(s): William Morrow
Claimant Lawyers(s): Zachary Morse
Respondent(s): Titan/Value Equities Group., Independent Financial Group., Value Equities Corporation
Respondent Lawyers(s): Michael Mullenniex, Robert L. Dix, Sarah J. Kreisman
Arbitrator(s): Morris S. Getzels
Hearing Site: San Diego, CA
| | |
| 22-00822 | 05/11/2023 | Claimant(s): Troy Goldberg
Claimant Lawyers(s): Zachary Morse
Respondent(s): Monroe Parker Securities., National Securities Corporation, NewBridge Securities Corp., Fin-Atlantic Securities.
Respondent Lawyers(s): Alan Lipsky, Emily A. Hayes, Jerry E. Surman, Zachary Hayes-Macaluso
Arbitrator(s): Steven N. Ainbinder
Hearing Site: Boca Raton, FL
| | |
| 22-01910 | 04/28/2023 | Claimant(s): Justin Plante
Claimant Lawyers(s): Zachary Morse
Respondent(s): AIG Capital Services.
Respondent Lawyers(s): Michael S. Cargnel
Arbitrator(s): Benjamin F. Breslauer
Hearing Site: Los Angeles, CA
| | |
| 22-01232 | 04/20/2023 | Claimant(s): Diogo Cavalcanti
Claimant Lawyers(s): Zachary Morse
Respondent(s): Wells Fargo Clearing Services
Respondent Lawyers(s): Jeffery D. Rodgers
Arbitrator(s): Gloria O. North
Hearing Site: Boca Raton, FL
| | |
| 21-01443 | 02/27/2023 | Claimant(s): George Don
Claimant Lawyers(s): Zachary Morse
Respondent(s): UBS Financial Services Inc.
Respondent Lawyers(s): Tracy Gerber
Arbitrator(s): Elena G. Rodriguez
Hearing Site: Boca Raton, FL
| | |
| 22-01078 | 02/17/2023 | Claimant(s): Jason Burkett
Claimant Lawyers(s): Zachary Morse
Respondent(s): UBS Financial Services Inc.
Respondent Lawyers(s): John Murphy
Arbitrator(s): Frederick Ramos
Hearing Site: Cheyenne, WY
| | |
| 22-00525 | 01/24/2023 | Claimant(s): John Zhang
Claimant Lawyers(s): Zachary Morse
Respondent(s): Charles Schwab & Co..
Respondent Lawyers(s): Julie L. Taylor
Arbitrator(s): Laurel Littman Gothelf
Hearing Site: San Francisco, CA
| | |
