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2,290 records on file, newest first

2024-01-04 /CRD 7216446 /TX

FINRA Suspends Kabir H. Ali for Possessing Unauthorized Materials During Exam

suspended

Possessed unauthorized materials including cell phone and external monitor while taking the Series 7 exam via remote testing platform

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2024-01-04 /CRD 825759 /GA

FINRA Sanctions David Adam Elgart for Operating While Statutorily Disqualified

other

Associated with member firm while unregistered and statutorily disqualified; used other representatives' credentials to conduct municipal securities business

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2024-01-04 /CRD 4958219 /OK

Jason Mark Kurtz Suspended by FINRA for Failure to Comply with Arbitration Award

suspended

Failure to comply with arbitration award pursuant to FINRA Rule Series 9554

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2024-01-02 /CRD 2922619 /CA

FINRA Sanctions Jimmy J. Galindo for Inaccurate Books and Records

other

Caused member firm to maintain inaccurate books and records by changing representative codes on trades, resulting in inaccurate trade confirmations and improperly higher commissions

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2024-01-02 /CRD 311448 /TX

CVEX Markets LLC Suspended by FINRA for Failure to Meet Eligibility Standards

suspended

Failure to meet eligibility or qualifications standards pursuant to FINRA Rule 9555

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2024-01-02 /CRD 1806486 /NY

Michael Fasciglione Barred by FINRA for Failure to Provide Information

barred

Failure to provide information pursuant to FINRA Rule 9552(h) resulting in bar

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2024-01-01

BofA Securities Fined $24 Million for Treasury Securities Spoofing

fined

Spoofing in U.S. Treasury markets and supervisory failures

$24,000,000 Read the record →

2023-12-28 /CRD 3777 /UT

Wilson-Davis & Co. Sanctioned for Short Selling and AML Violations

other

Short selling violations, supervisory failures, and AML deficiencies

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2023-12-27 /CRD 6413 /SC

LPL Financial Fined $5.5 Million for Supervisory and Reg BI Failures

fined

Failed to supervise direct transactions, provided inaccurate fee information, and failed to comply with Reg BI

$5,500,000 Read the record →

2023-12-22 /CRD 36418 /CT

Interactive Brokers Fined $3.5 Million for Best Execution Failures

fined

Failed to conduct adequate best execution reviews and reasonably supervise execution quality

$3,500,000 Read the record →

2023-12-22 /CRD 39914 /CA

WestPark Capital Sanctioned for AML Failures and Unethical Conduct

other

AML failures, unethical conduct regarding rescission, supervisory failures, and best execution violations

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2023-12-22 /CRD 2023-12-22 /5000

Mitchell Morrison Suspended for Undisclosed Private Securities Transactions

suspended

Conducted undisclosed private securities transactions raising $462

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