The database

Broker records

2,290 records on file, newest first

2024-02-26 /CRD https /2024-02-26

Damian Mark Baird Barred for Refusing to Cooperate with Multiple FINRA Investigations

barred

Failed to respond to FINRA requests in two investigations; one involving arbitration discovery failures and another involving allegations of altered customer check

Read the record →

2024-02-26 /CRD 6702377 /WI

Matthew Alexander Sinclair Barred for Document Falsification and Refusing to Cooperate

barred

Intentionally altered and submitted documentation to obtain hardship withdrawals; refused to provide information to FINRA

Read the record →

2024-02-26 /CRD 5843466 /NY

Ashley Marie Curreri Suspended for Falsely Certifying Completion of Continuing Education

suspended

Falsely certified completion of continuing education for insurance license renewal

Read the record →

2024-02-26 /CRD 2283701 /NY

Maureen Joann D’Amico Suspended for Falsely Certifying Completion of Continuing Education

suspended

Falsely certified completion of continuing education for insurance license renewal

Read the record →

2024-02-26 /CRD 5939096 /NY

Yuqing Lin Suspended for Falsely Certifying Completion of Continuing Education

suspended

Falsely certified completion of continuing education for insurance license renewal

Read the record →

2024-02-26 /CRD 6012559 /CA

Ramses David Visher Suspended Four Months for Negligent Misrepresentations in Private Placement Offerings

suspended

Made negligent misrepresentations about regulatory approval status and professional registrations in private placement offerings

Read the record →

2024-02-23 /CRD 4042866 /NJ

Michael Craig Brickman Barred for Refusing to Cooperate with FINRA Investigation

barred

Refused to provide information and documents related to customer mediation request

Read the record →

2024-02-21 /CRD 6437019 /NC

Lori Fleischhacker Copeland Barred for Refusing to Cooperate with Outside Business Activities Investigation

barred

Refused to provide documents and information regarding outside business activities

Read the record →

2024-02-21 /CRD 4907900 /MA

Michael Ryan Petruska Charged with Failing to Disclose Felony Charge

other

Accused of willfully failing to amend Form U4 to disclose felony charge

Read the record →

2024-02-20 /CRD 1239086 /GA

Darren Michael Kubiak Barred for Failing to Appear for FINRA Testimony

barred

Failed to appear for on-the-record testimony regarding suitability of limited partnership recommendations

Read the record →

2024-02-20 /CRD 6411535 /NY

Vincent Joseph Cagnina Suspended for Falsely Certifying Completion of Continuing Education

suspended

Falsely certified completion of continuing education for insurance license renewal

Read the record →

2024-02-16 /CRD 4585780 /TX

Jeffrey Wayne Davidson Suspended 21 Months for Undisclosed Private Offering

suspended

Participated in $10.21 million private securities offering without firm notice or approval

Read the record →