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Trial date set for Warfordsburg, Pa., financial adviser

November 24, 2009|By ANDREW SCHOTZ

A court schedule has been set up for the case of Robert G. Bard, a Warfordsburg, Pa., financial adviser accused of bilking investors.

An order signed this month by U.S. District Judge William W. Caldwell in Harrisburg, Pa., put the case on the January 2011 trial list, according to a court docket.

Amended pleadings are due by March 1, 2010. Other deadlines throughout 2010 also have been set.

Previously, an order by Caldwell continued a freeze on assets of Bard and his firm, Vision Specialist Group LLC.

The U.S. Securities and Exchange Commission has accused Bard of squandering clients' money in risky investments and creating false statements to mask the true value of clients' accounts.

The clients include retirees, a local volunteer fire company and a memorial fund for a U.S. Marine from Warfordsburg who was killed while serving in Iraq.

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