CB Investment, Insurance and Financial Merrill Lynch aml and deprivation of trustee assets /unauthorized advice given by collis re: tax and ilit that I am primary ttee on

Merrill Lynch review: aml and deprivation of trustee assets /unauthorized advice given by collis re: tax and ilit that I am primary ttee on

Andrea Worland (AW) of US

Nov 24, 2023 4:06 pm EST

Verified customer

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This is going to be easy as I am going to the finra ombudsman about ml eugene or randall collis. Amongst many other problems that he is manifesting for my elderly mother (elder abuse at 6% 600 basis points). Offering further tax evasion advice to his client to my detriment as her daughter, she wrote off her income taxes at my home for the last 13 years and unlawfully declared me as a dependent. Has sued me and put me into an unauthorized irrev trust doc which I won going pro se in circuit court county henrico va. He's has literally blocked my fiduciary role as primary trustee on the ilit and tried to non-judicially settle a 3.5 million trust for 10k - my mother is prohibited by all accounts from accessing this trust document and she is now in the formal opinion of 3 attorneys authorized as successor ttees' and ilit reviews is grossly underfunding the policy and will make it implode in 2 years. This is also confirmed by her former accountant who watched her defraud me and now I have to file 81 sep irs documents and id theft medical and financial paperwork against vs merrill lynch and aml statutes are running concurrently.

I am currently so overwhelmed and this is never going to happen again. I will either seek conservatorship and audit of all my mom's "assets" that she was poa of my incapacitated fahter contentiously divorced and then became sole heir and beneficiary?

She also stole my homes twice. I am a lawyer and former broker.

Desired outcome: Arbitration or Mediation at the expense of the ML Eugene office and BOA. OR LITIGATION CRIMINAL via DOJ.

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Oct 29, 2024