| 23-02890 | 08/06/2024 | Claimant(s): Jay Brown
Claimant Lawyers(s): George C. Miller
Respondent(s): Arete Wealth Management
Respondent Lawyers(s): Joshua Rogers
Arbitrator(s): Daniel M. Yamshon
Hearing Site: San Francisco, CA
| | |
| 23-03004 | 06/27/2024 | Claimant(s): Morgan Hill
Claimant Lawyers(s): Tosh Grebenik
Respondent(s): Arete Wealth Management, Center Street Securities.
Respondent Lawyers(s): Don Pollard, Joshua Rogers
Arbitrator(s): Lita S. Menkin, Jennifer Jackson, Melissa Lianne George
Hearing Site: Atlanta, GA
| | |
| 23-01470 | 05/09/2024 | Claimant(s): Roshan Loungani
Claimant Lawyers(s): Dochtor Kennedy
Respondent(s): Arete Wealth Management
Respondent Lawyers(s): Bob Chung
Arbitrator(s): Patricia H. Latham
Hearing Site: Washington, DC
| | |
| 22-01337 | 02/29/2024 | Claimant(s): The Knox Family Revocable Living Trust
Claimant Lawyers(s): Richard B. Fosher
Respondent(s): Arete Wealth Management
Respondent Lawyers(s): Gregg J. Breitbart
Arbitrator(s): Robert J. Scafuri, Mary O'Connell Smith, Portia Musselwhite
Hearing Site: St. Louis, MO
|  | $75,000 |
| 19-01143 | 01/28/2021 | Claimant(s): Howard Barron, Howard Barron Revocable Living Trust, Restated Howard B. Young Revocable Trust
Claimant Lawyers(s): Brian Levin
Respondent(s): Arete Wealth Management
Respondent Lawyers(s): Linda Ieleja Gerstman
Arbitrator(s): Raymond J. Sterling, Patrick R. Sughroue, Frank Todd Aiello
Hearing Site: Detroit, MI
| | $515,072 |
