Hello all- thank you for the advice. I thought a lot about what you all said and I think the general consensus is correct that the chase is not worth the effort. In the end, what I did was make up a short playlist of the worst things that the brokerage seems to be doing. If anyone is interested they can see what was going on here-
Phil is the only guy in he business we have ever had multiple people suggest we run away from as fast as we could. Sounds like that was good advice; yikes!