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Broker-Dealer Overview

Broker-Dealer Overview

United Planners’ Financial Services of America: Complaints & Regulatory Actions

United Planners’ Financial Services of America Review The White Law Group reviews the regulatory history of United Planners’...

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Broker-Dealer Overview

Canaccord Genuity – Regulatory History & Investigation

Canaccord Genuity – Regulatory History &  Investigation The White Law Group continues to investigate the regulatory history of...

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Broker-Dealer Overview

Charles Schwab and TD Ameritrade Lawsuits & Complaints

Charles Schwab and TD Ameritrade Lawsuits & Complaints: FINRA Panel Awards $3.8 Million to Investors A FINRA arbitration panel recently...

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Broker-Dealer Overview

Avantax Investment Services Review: Regulatory Sanctions

Avantax Investment Services Review:  Regulatory Sanctions and Broker Misconduct In a new regulatory action dated February 20, 2026,...

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Broker-Dealer Overview

American Portfolios Financial Services: Customer Complaints, Regulatory Actions

American Portfolios Financial Services- Regulatory History Review The White Law Group is reviewing the regulatory history of American...

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Broker-Dealer Overview, FINRA SEC Sanctions

Avinesh Shankar, Pruco Securities Advisor: FINRA Complaint

Avinesh Shankar, Pruco Securities Advisor: FINRA Complaint Avinesh K. Shankar (CRD# 6232970), also known as Avinesh Shankar or Avinesh...

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