News

The Business Trial Group has filed a lawsuit on behalf of an engineer who built custom machinery for one of the largest Florida-licensed cannabis companies, Cansortium, and then was shorted on a significant portion of his compensation package. In 2017, Cansortium engaged Querrey Group, a small engineering and construction firm, to create unique machinery for [...]

The Securities and Exchange Commission recently instituted a settled order against three Raymond James companies for wrongfully charging advisory fees to clients with inactive accounts and for charging excess commissions to brokerage clients who invested in unit investment trusts (UITs). According to the order , two Raymond James entities – Raymond James & Associates, Inc [...]

The Business Trial Group (BTG) is investigating claims against Cetera Advisors (Cetera) for selling overpriced mutual-fund shares. The Securities and Exchange Commission has charged Cetera with directing its investment advisors to recommend investments in overpriced mutual funds, earning the firm millions of dollars in unnecessary fees. According to the SEC, identical investment alternatives were available [...]

Jared A. Levy has joined Morgan & Morgan’s Business Trial Group (BTG) as a partner in the firm’s West Palm Beach office. “I strongly believe in the contingency model, because it levels the playing field against defendants with vast resources…” Jared’s practice focuses on securities and complex-business litigation. He represents investors who suffered financial harm [...]