Notice of Class Action Against Integrated Wealth Strategies Relating to Drive Planning Ponzi Scheme
created: June 9, 2025, 9:09 p.m. | updated: June 10, 2025, 11:21 p.m.
Atlanta, Georgia--(Newsfile Corp. - June 9, 2025) - On June 5, 2025, a Class Action Complaint was filed by Aries Legacy LLC and others on behalf of all investors who invested in Drive Planning through Integrated Wealth Strategies LLC.
The lawsuit alleges that the Defendants sold investments in Drive Planning, which was alleged by the SEC to be a Ponzi Scheme, and alleges claims under the Securities and Exchange Act of 1933, among other claims.
The SEC effectively shut down Drive Planning on August 14, 2024, when it obtained a Temporary Restraining Order in a lawsuit the SEC filed against Drive Planning LLC, Todd Burkhalter, and Jacqueline Burkhalter, Case No.
The Class Action Complaint, filed by attorneys Brian Pastor, Jeff Sonn and Ross Good, alleges Bruce and SDWC encouraged persons to invest in Drive Planning."
If by email, please include your mailing address, telephone number and amount of money invested in Drive Planning.
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