The HLBS team supports the High-Profile Clawback Case
Summary of Keypoints
- HLBS Law supported a high-profile clawback dispute: On May 29, 2025, the HLBS Law team announced its involvement in a significant clawback case involving a former Merrill broker.
- AdvisorHub coverage highlighted the case: AdvisorHub published an article discussing a petition filed by HLBS Law, in collaboration with Lynch Law Firm, seeking to dismiss a $1.3 million clawback claim.
- The matter reflects HLBS Law’s advocacy in complex disputes: The post emphasizes the firm’s ongoing role in representing clients in high-stakes financial services disputes.
- Further developments are expected: HLBS Law indicated that additional updates will be shared as the case progresses.
AdvisorHub, a leading voice in the financial services industry, recently published an article highlighting a petition that our firm filed with Lynch Law Firm on behalf of one of our clients, continuing our track record of bold advocacy in complex disputes.
You can read the full article here:
Ex-Merrill Broker Asks Court to Toss Wirehouse’s $1.3M Clawback
Stay tuned for further updates as the case progresses.
Owen Harnett is the Founder and Managing Attorney of HLBS Law, where he represents financial professionals nationwide in FINRA arbitration, expungement matters, and U4/U5 termination defense. With more than a decade of experience and over 1,000 client matters handled, Owen is known for his strategic, client-focused approach to protecting advisors’ careers and reputations.
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