David Lerner and Associates Inc.

  • Robert Rex, Esq.

Rex Securities Law Investment Fraud Attorney Investigates Nicholas Jembelis a broker with David Lerner Associates
Rex Securities Law Investment Fraud Attorney Investigates Nicholas Jembelis a broker with David Lerner Associates 150 150 Robert Rex, Esq.

Last Updated: February 2024 (White Plains, NY) Nicholas Jembelis Investigation Summary Here’s what you need to know about White Plains, NY, stockbroker David Lerner Associates: Name: Mr. Nicholas Jembelis Current…

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  • Robert Rex, Esq.

Rex Securities Law Investment Fraud Attorney Investigates David Lerner Associates Broker Dan C. Vismor
Rex Securities Law Investment Fraud Attorney Investigates David Lerner Associates Broker Dan C. Vismor 150 150 Robert Rex, Esq.

Last Updated: September 2023 (Boca Raton, FL ) Dan C. Vismor Investigation Summary Here’s what you need to know about Boca Raton, Florida, stockbroker Dan Vismor: Name: Mr. Dan Charles…

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  • Robert Rex, Esq.

Daniel Lerner, David Lerner’s Son- Subject of Regulatory Action Over Energy 11/Energy 12/ Spirit of America Energy Funds
Daniel Lerner, David Lerner’s Son- Subject of Regulatory Action Over Energy 11/Energy 12/ Spirit of America Energy Funds 150 150 Robert Rex, Esq.

Daniel Lerner  Energy 11, Energy Resources 12, Spirit of America Energy Fund   Investigation September 2022-Lawrenceville, NJ The FINRA records of  Daniel Lerner,  son of David Lerner and a broker with…

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LeFranc J. Joseph – David Lerner Broker-Subject of Customer Suit Over Energy 11 – Lawrenceville, NJ
LeFranc J. Joseph – David Lerner Broker-Subject of Customer Suit Over Energy 11 – Lawrenceville, NJ 150 150 ER

LeFranc J. Joseph Energy 11, Energy Resources 12 Investigation August 2022-Lawrenceville, NJ The FINRA records of  LeFranc Junior Joseph,  a broker with David Lerner Associates ,  discloses a pending customer dispute.…

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Michael Norton-David Lerner Broker-Sued Over Energy 11 Investment- Syosset, NY
Michael Norton-David Lerner Broker-Sued Over Energy 11 Investment- Syosset, NY 150 150 ER

August 2021- Syosset, NY According to publicly available records,  Michael Norton, a broker currently employed by  David Lerner Associates, Inc.,   discloses 3 settled customer disputes and 1 pending customer dispute.…

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  • Robert Rex, Esq.

Charles Bonilla-Former David Lerner Broker-Sanctioned Over Energy LP Sales – Boca Raton, FL
Charles Bonilla-Former David Lerner Broker-Sanctioned Over Energy LP Sales – Boca Raton, FL 150 150 Robert Rex, Esq.

July 2021- Boca Raton, FL According to publicly available records Charles Bonilla (CRD#2572107), a broker who formerly worked for  David Lerner Associates, discloses a regulatory resulting in a suspension and fine…

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  • Robert Rex, Esq.

Allen B. Holeman-David Lerner Broker-Discloses Regulatory Complaint
Allen B. Holeman-David Lerner Broker-Discloses Regulatory Complaint 150 150 Robert Rex, Esq.

July 2016- Syosset, NY The FINRA records of Allen B. Holeman  , a stock broker who works for David Lerner Associates  , disclose  a currently pending regulatory matter and 2 outstanding judgement/liens The Financial Industry Regulatory Authority (FINRA) is…

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