Bart Harrison is Involved in a DST Investment Dispute

Bart Harrison (CRD #: 1616987), a broker registered with Concorde Investment Services, is the subject of an investor dispute. This is according to his BrokerCheck record, accessed on July 23, 2024. Investors may have engaged his services through Legacy 1031. 

Investor Allegations 

On May 20, 2024, an investor alleged that Bart Harrison did not make him aware that his DST investment would not be converted to an UPREIT in two years. The investor alleged that he would not have made the investment had he known. 

Misrepresentation 

FINRA Rule 2020 forbids the use of deceptive, manipulative, and otherwise fraudulent methods to influence the purchase and sale of securities. The misrepresentation or omission of material facts violates this rule.

High Standards of Commercial Honor

FINRA Rule 2010 holds brokers to high standards of commercial honor and just and equitable principles of trade. Violations of FINRA Rule 2020 also violate this rule. 

Background Information 

Bart Harrison has passed the following exams: 

• Series 63 Uniform Securities Agent State Law Examination 
• Series 6TO Investment Company Products/Variable Contracts Representative Examination 
• SIE – Securities Industry Essentials Examination 
• Series 7 General Securities Representative Examination
• Series 6 Investment Company Products/ Variable Contracts Representative Examination 
• Series 24 General Securities Representative Examination 

He is a registered broker in 24 states and D.C. 

During his 32 years of experience, Bart Harrison has registered with the following firms: 

• Concorde Investment Services (CRD #: 151604) 
• Emerson Equity (CRD #: 130032) 
• Moody Securities (CRD #: 148771) 
• Wells Investment Securities (CRD #: 15252) 
• BC Ziegler and Company (CRD #: 61) 
• Crispin Koehler Securities (CRD #: 10596) 
• AB Culbertson and Company (CRD #: 6870) 
• First American National Securities (CRD #: 10111) 

Kurta Law Can Help 

If you have worked with Bart Harrison and have concerns about your investments, do not hesitate to contact us at 877-600-0098 or email info@kurtalawfirm.com for a free consultation. 

For nearly 20 years, Kurta Law has advocated for investors to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm that exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf. Do not let securities fraud go unchecked. Start your recovery process today.