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Evidence Document
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Ex. 17-C — Supplemental Filing: Beneficiary Form, April 10, 2025
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November 5, 2026
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Ex. 18 — Statement of Answer (“Mid-2022”), December 18, 2024
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November 5, 2026
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Petitioner’s Reply Brief (excerpt, pp. 1–11), September 2026
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November 5, 2026
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Ex. 4 — Order Reserving Discovery for the Hearing, April 10, 2025
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Ex. 5 — Order on the 30 MB Agreement, March 14, 2025
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Ex. 3 — The FINRA Award, May 23, 2025
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Home
The Story
Overview
The Fee Increase
The FINRA Arbitration
The Federal Court
Timeline
Evidence
The Patrick Wade Email
The Fee Documents
Medical Evidence
Fiduciary Duties
Court Filings & Exhibits
Other Public Awards
The People
Jerald Hymen – The Advisor
Patrick Wade – Complaint Department
John McGuire – Oppenheimer’s Counsel
Peter Ordower – The Arbitrator
Our Family
Lawrence Jay Weiner
Jordan Tepper Weiner
Our Right to Publish
Contact
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