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Profit Connect Wealth Services, Inc, Receivership
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Notices

This section is designed to keep interested parties updated on the status of the case.

Hearing of Settlement of Claims Against Bank of America

The Court will hold the Final Approval Hearing on the Settlement at 10:00 a.m., on October 17, 2025, in Courtroom 6D of the United States District Court for the District of Nevada, Las Vegas Division, 333 Las Vegas Boulevard South, Las Vegas, NV 89101. Relevant files are below.

Bank of America Settlement Files

Settlement Agreement (pdf)

Download

144382602-Settlement Notice (pdf)

Download

237 - Motion to Approve BANA Settlement (pdf)

Download

242 - Order on Preliminarily Approving Receivers Settlement with Bank of America (pdf)

Download

Investor and Creditor Meeting:

May 27th, 2025 Informational call hosted by the Receiver, Geoff Winkler

Investor and Creditor Meeting:

February 12th, 2025 Informational call hosted by the Receiver, Geoff Winkler

Investor and Creditor Meeting:

September 26th, 2024 Informational call hosted by the Receiver, Geoff Winkler

Investor and Creditor Meeting:

June 11th, 2024 Informational call hosted by the Receiver, Geoff Winkler

Investor and Creditor Meeting:

March 4th, 2024 Informational call hosted by the Receiver, Geoff Winkler

Investor and Creditor Meeting:

November 28th, 2023 Informational call hosted by the Receiver, Geoff Winkler

Investor and Creditor Meeting:

July 12, 2023 Informational call hosted by the Receiver, Geoff Winkler

June 13, 2023:

  

SEC v. Profit Connect Wealth Services, Inc., et al. Order Granting Claims Procedures.

138 Order Granting Claims Procedures and Bar Date 06.13.23 (pdf)

Download

June 15, 2022:

  

SEC v. Profit Connect Wealth Services, Inc., et al. Potential Tax Ramifications to Investors in Profit Connect Wealth Services, Inc. memo. 

Profit Connect Summary re Tax Consequences (pdf)

Download

December 2, 2021:

A virtual auction will be held December 8th through December 15th.  Visit this website for additional details: https://murphyauction.com/Auction/Details/8446#item_list

September 29, 2021 Informational call

  

The following is not a certified transcript prepared by a court reporter and is not an official record in the case styled Securities & Exchange Commission v. Profit Connect Wealth Services, Inc., et al.  Although we have tried to transcribe the meeting as accurately as possible, there may be errors and omissions in the transcription.  

American Fiduciary Services LLC- Profit Connect Call-20210929 (docx)

Download

Video

Investor and Creditor Meeting

August 10, 2021:

The Receiver will be reaching out to all the parties affected in the case in the coming weeks and months. We appreciate your patience as we work through the various issues in this case. We will continue to update the website with pertinent information, and we recommend that, if you have not already, you please register on the website to ensure we have your contact information. 

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