| 17-02366 | 12/17/2018 | Claimant(s): Albert Oppedisano, James Cecchini
Claimant Lawyers(s): Jason S. Haselkorn, Jonathan Butler
Respondent(s): Lincoln Investment Planning LLC
Respondent Lawyers(s): Terrance A. Bostic
Arbitrator(s): Gary M. Landau, Lonnie K. Martens, Ronald W. Weissman
Hearing Site: Boca Raton, FL
| | |
| 12-01905 | 07/22/2013 | Claimant(s): Robert Melkesian, Carl Deters IRA
Claimant Lawyers(s): Robert S. Banks
Respondent(s): Raymond James Financial Services.
Respondent Lawyers(s): Terrance A. Bostic
Arbitrator(s): James John Jurinski, Bert P. Krages, Grant Franklin Yoakum
Hearing Site: Portland, OR
|  | $132,095 |
| 12-02272 | 06/21/2013 | Claimant(s): Judith S. Primak Trust u/a DTD 7/15/82
Claimant Lawyers(s): Jerry M. Santangelo
Respondent(s): Raymond, James & Associates.
Respondent Lawyers(s): Terrance A. Bostic
Arbitrator(s): Harvey Frank, Jack L. Somers, Melissa B. VanDam
Hearing Site: Detroit, MI
| | $0 |
| 10-04291 | 10/04/2012 | Claimant(s): Myrna Wechsler, Estate of Natalie Varonok
Claimant Lawyers(s): Bruce A. Katzen
Respondent(s): Jodi Isdith, Raymond James Financial Services.
Respondent Lawyers(s): Jodi Beth Isdith, Terrance A. Bostic
Arbitrator(s): Monroe Mitchel, Lisa Marie Macci, Richard Alan Levine
Hearing Site: Boca Raton, FL
| | $800,000 |
| 10-03553 | 06/21/2012 | Claimant(s): Donald Casey, Josephine Casey
Claimant Lawyers(s): Vincent J. Imbesi
Respondent(s): Raymond James Financial Services.
Respondent Lawyers(s): Terrance A. Bostic
Arbitrator(s): Donald R. Ormrod, Maurice M. Feller, Alfred Brunette
Hearing Site: Tampa, FL
| | Expungement |
| 10-01601 | 02/03/2012 | Claimant(s): Helen Dunlap Trust, Willis F. Dunlap Trust
Claimant Lawyers(s): James R Anderson, James R. Anderson
Respondent(s): Jay Harriman, Raymond James Financial Services.
Respondent Lawyers(s): Terrance A. Bostic
Arbitrator(s): E. William Pastor, Catherine Stewart, Karen R. Perri
Hearing Site: Philadelphia, PA
| | $15,300 |
| 10-01489 | 08/03/2011 | Claimant(s): Ken Skuba, Warren Farms Inc
Claimant Lawyers(s): James Anderson
Respondent(s): Raymond James Financial Services., Robert Walen
Respondent Lawyers(s): Terrance A. Bostic
Arbitrator(s): Muriel Desloovere, Pamela S. Townsend, Darryl C. Wilson
Hearing Site: Tampa, FL
| | $0 |
| 09-04932 | 11/10/2010 | Claimant(s): RSA 1 Limited Partnership
Claimant Lawyers(s): Stanley J. Thompson
Respondent(s): Duane Sturm, Raymond James Financial Services., Raymond, James & Associates.
Respondent Lawyers(s): Terrance A. Bostic
Arbitrator(s): Andrew R. Dick, Mark S. Gleason, Steven C. Despotovich
Hearing Site: Des Moines, IA
| | Auction Rate Securities related |
| 09-00826 | 08/20/2010 | Claimant(s): Rex Glendenning, Sherese Glendenning
Claimant Lawyers(s): Howard J. Klatsky
Respondent(s): Larry Milton, Raymond, James & Associates.
Respondent Lawyers(s): Terrance A. Bostic
Arbitrator(s): R. Theodore Moock, Lawrence R. Maxwell, Edward J. Lynch
Hearing Site: Dallas, TX
| | Auction Rate Securities related |
| 09-03354 | 07/22/2010 | Claimant(s): Christina Adler-Carhart
Claimant Lawyers(s): Patrick Richmond
Respondent(s): Melanie Sweet, Raymond James Financial Services.
Respondent Lawyers(s): Terrance A. Bostic
Arbitrator(s): Gary F. Lang, Stuart K. Furman, Pat Anthony Mercurio
Hearing Site: Orlando, FL
| | $99,360 |
