Iorio Law PLLC · FINRA-investor counsel
August Iorio
FINRA-investor counsel. Told The Real Deal (11 Mar 2026) he represents 50+ retail investors / ~$30M in broker-dealer arbitration.
افراد
افراد
افراد نامبرده در اسناد و گروههای فروش.
این فهرست کامل نیست. برای افزودن مورد جاافتاده بازخورد را ببینید.
مسیر
نقش
هیچ موردی با این پالایش جور نیست.
Crew / Versity Invest 50% · Book & Ladder 1/3 · UCLA Law J.D. (~2005)
Blake Wettengel
Crew / Versity Invest 50%. KHCA defendant on live contract and alter-ego claims. Personal guaranties on the five Crew DSTs.
Crew CFO (2023–2025) · CPA
Bret Sunder Wilkins
Versity Invest / Crew CFO after Welker. Controller from October 2022, CFO from May 2023. Also listed on Sunstone Development’s site.
Versity Investments 65% · Book & Ladder 1/3 · Emerson VP
Brian Jensen Nelson
Versity Investments 65%. Emerson Equity vice president, CRD 5065593, since December 2013. Not a disclosed owner of the broker-dealer.
Emerson Equity · Form BD owner 75%+ · CRD 3082081
Dominic Julio Baldini
بنیانگذار، CEO، CCO و تنها مالک افشاشدهٔ ۵٪+ شرکت Emerson Equity. فرم BD ۷۵٪+. CRD 3082081.
Versity Invest initial CIO
Frank J. Muhlon
Initial CIO of Versity Invest. Officer since March 2022. Form 1-A bio and 2022 compensation. Later Crew Campus / Oso Verde.
Forum organizers · not counsel
Investor organizers
Brett Henricks opened the BiggerPockets thread. Steve Cameron is the primary 4th & J voice. Johan Sigmundson mapped the New York docket.
Crew / Versity · Aliso Viejo
Jason Kjellson
Crew chief capital markets officer 2017–2025. Emerson Equity recipient on the Astoria Form D. CRD 3009986. PREP Securities national sales manager since Aug 2025.
Versity Invest initial CFO · CPA
Jennifer Welker
Initial CFO of Versity Invest in the April 2022 operating agreement. Named in a KHCA bankruptcy-exhibit affidavit. Later Shopoff Realty CFO.
FBI, Orange RA · CalBar
Linda Ann Kline
FBI, Orange RA. California Bar
Delaware investor counsel
Madelyn S. Shulman
Delaware investor counsel. On the BiggerPockets thread she recommended rejecting Capital Square unless the new sponsor is not bound to KHCA.
Brother · Nelson Partners Student Housing · not these DSTs
Patrick Nelson
Brother. Nelson Partners student housing. Different company from 4th & J and Vintage.
Waterfall Holdings · TIC/DST syndicator since 2004
Russell Geyser
Waterfall Holdings. TIC/DST syndicator since 2004. Named as Brian Nelson’s “deep pockets” partner on a nine-property student-housing bag.
Emerson Equity · CRD 5952617
Ryan Sherer
Emerson Equity. در گروه فروش هر دو فرم D مربوط به 4th & J و Vintage. CRD 5952617.
Crew 50% · Book & Ladder 1/3 · COO
Tanya Muro
Crew 50%, COO. Named with Wettengel in KHCA and the Orange County clawbacks.
Emerson Equity · CRD 833618
Timothy J. Sherer
نمایندهٔ ثبتشدهٔ Emerson Equity از آوریل ۲۰۱۹. روی هر دو فرم D مربوط به 4th & J و Vintage. نُه دعوای باز مشتری اوراق املاک تا ۱۹ اوت ۲۰۲۶.