The Receiver will host a rescheduled meeting May 27th at 1PM PT.
A recording of the meeting will be posted for those unable to attend.
URL: https://gtlaw.zoom.us/j/92982903209?pwd=VY83obkH4w6dCGs08ysKJlTNS3JVVr.1
Meeting ID: 929 8290 3209
Passcode: 497259
By phone:
+1 929 436 2866
H.323/SIP:
162.255.37.11
February 12th, 2025 Informational call hosted by the Receiver, Geoff Winkler
September 26th, 2024 Informational call hosted by the Receiver, Geoff Winkler
June 11th, 2024 Informational call hosted by the Receiver, Geoff Winkler
March 4th, 2024 Informational call hosted by the Receiver, Geoff Winkler
November 28th, 2023 Informational call hosted by the Receiver, Geoff Winkler
July 12, 2023 Informational call hosted by the Receiver, Geoff Winkler
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
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)
DownloadA virtual auction will be held December 8th through December 15th. Visit this website for additional details: https://murphyauction.com/Auction/Details/8446#item_list
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)
DownloadInvestor and Creditor Meeting
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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