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)
DownloadSeptember 29, 2021 Informational call hosted by the Receiver, Geoff Winkler
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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