David Wayne Trusler, of Tulsa, Oklahoma, a stockbroker associated with NYLIFE Securities LLC, has been discharged by the securities broker dealer on March 23, 2023, based upon allegations that Trusler submitted life insurance applications with inaccurate financial information. The securities broker dealer referenced that a fraud report was filed with Oklahoma Department of Insurance.
FINRA Public Disclosure shows that Trusler was also referenced in a customer initiated investment related complaint filed on August 21, 2018, in which the customer requested $8,500.00 in damages based upon allegations that Trusler failed to inform the customer about owing taxes on his 2017 normal IRA distributions during the time that Trusler was associated with CUNA Brokerage Services Inc. The complaint was denied on September 7, 2018.
On January 31, 2019, another customer filed an investment related complaint involving Trusler’s conduct in which the customer requested $27,000.00 in damages based upon allegations that Trusler told him he could withdraw the full value of his annuity contract without a penalty at any time. The complaint concerned Trusler’s activities at CUNA Brokerage Services Inc. The complaint was denied on February 12, 2019.
David Trusler was associated with NYLIFE Securities LLC in Tulsa, Oklahoma from August 18, 2022, to April 21, 2023. Prior to that, he was associated with Mutual of Omaha Investor Services Inc., also located in Tulsa, from February 28, 2020, to August 3, 2022. He was associated with CUNA Brokerage Services Inc. in Muskogee, Oklahoma from March 5, 2015, to October 26, 2018.
