WILLIAM PATRICK STOREY

WILLIAM PATRICK STOREY is currently employed as a Broker and/or Investment Adviser at VARIABLE INVESTMENT ADVISORS, INC. located at 4305 S. LOUISE AVE STE 101A, SIOUX FALLS, SD, 57106-3115.

WILLIAM PATRICK STOREY has worked at VARIABLE INVESTMENT ADVISORS, INC. since February 16, 2012

Disclosure History

WILLIAM PATRICK STOREY has 2 Disclosure Event(s).

Date: September 30, 2009
Category: Financial
Type: Bankruptcy
Disposition: Discharged

Date: April 25, 2007
Category: Customer Dispute
Allegations: PLAINTIFF ALLEGES I DIDN'T NOTIFY HER OF THE WITHDRAWALS THAT HER DAUGHTER WAS DOING BY FALSIFYING DISTRUBUTION REQUESTS. EVEN THOUGH I HAD NO IDEA OF ANY WITHDRAWAL UNITL DAYS AFTERWARD. I TRIED TO REACH HER BY TELEPHONE SEVERAL TIMES AT HOME AND WAS UNABLE TO REACH
Damage Amount Requested: $8,315.00
Broker Comment: CLIENT [CUSTOMER'S] DAUGHTER STOLE BETWEEN $111,000 & $181,000 FROM HER BY FALSEFYING DISTRIBUTION REQUESTS FROM HER MOTHERS ANNUITY. HER DAUGHTER WAS CONVICTED OF THEFT BY DECEPTION AND FORGERY. [CUSTOMER] ALLEGES THAT I WAS NEGLIGENT IN FAILING TO NOTIFY HER THAT HER DAUGHTER DID ALL OF THIS EVEN THOUGHT IT WAS DONE DIRECTLY THROUGH THE ANNUITY COMPANY AND NOT ME THE REP,I WASN'T AWARE OF THE WITHDRAWALS UNTIL AFTERWARDS. I TRIED TO CONTACT THE CLIENT AT HER HOME AND WORK BUT WITWH NO SUCCESS.

More Information

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