JONATHAN WADE LOPEZ is currently employed as a Broker and/or Investment Adviser at CONCORD WEALTH BROKERAGE, INC. located at 955 WEST MAIN ST., ABINGDON, VA, 24210.
JONATHAN WADE LOPEZ has worked at CONCORD WEALTH BROKERAGE, INC. since November 13, 2012
Disclosure History
JONATHAN WADE LOPEZ has 2 Disclosure Event(s).
Date: April 18, 2005 Category: Customer Dispute Allegations: THE CLIENT ALLEGES THE REPLACEMENT OF A LIFE INSURANCE POLICY IN 1999, WAS NOT SUITABLE. Damage Amount Requested: $5,000.00 Broker Comment: PLEASE ARCHIVE.
Date: September 28, 2004 Category: Customer Dispute Allegations: THE LIFE PROTECTION PLUS INSURANCE POLICY SOLD TO THE CLIENT IN 1993 WAS MISREPRESENTED. Damage Amount Requested: $5,000.00 Broker Comment: AMERICAN EXPRESS REVIEWED ALLEGATIONS MADE BY THE CLIENT AND DISCOVERED THE CLIENT WAS COVERED BY A PREVIOUS CLASS ACTION LAWSUIT INVOLVING IDS LIFE INSURANCE COMPANY. THE CLIENT RECEIVED RELIEF AS OUTLINED IN THE SETTLEMENT.
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