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Broker records

2,290 records on file, newest first

2023-11-28 /CRD 7569671 /NY

Stephen J. LaGreca Suspended for Cheating on Series 7 Exam

suspended

Possessing unauthorized materials during Series 7 exam; dishonesty

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2023-11-28 /CRD 5288581 /FL

Ian James Prukner Suspended for Undisclosed Outside Business Activity

suspended

Undisclosed outside business activity with conflicts of interest

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2023-11-28 /CRD 5422319 /LA

Melton Weaver III Suspended for Undisclosed Outside Business Activity

suspended

Undisclosed outside business activity with conflicts of interest

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2023-11-27 /CRD 7616 /NY

Cowen and Company Fined $275,000 for Rule 606 Reporting Violations

fined

Rule 606 reporting violations

$275,000 Read the record →

2023-11-27 /CRD 164484 /NY

TD Private Client Wealth Fined $600,000 for Email Supervision Failures

fined

Email supervision failures

$600,000 Read the record →

2023-11-27 /CRD 5324763 /MI

Robert Lee Golding Barred for Refusing to Provide Information About Signature Forgeries

barred

Refusal to provide information about signature forgeries and other violations

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2023-11-27 /CRD 5457640 /MA

Michael MacLean Suspended for Changing Representative Codes to Inflate Commissions

suspended

Causing inaccurate books and records by changing representative codes

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2023-11-27 /CRD 341008 /NY

Ronald Lewis Morse Suspended for Forging Customer Signature on Profile Document

suspended

Forging customer signature on profile document with inaccurate information

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2023-11-27 /CRD 7059044 /AR

Jacob Pae Suspended for Forging Customer Signatures on Authorization Forms

suspended

Forging customer electronic signatures on ACH authorization forms

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2023-11-22 /CRD 2196706 /NE

Scott William Norvell Suspended for Misrepresenting Annuity Benefits and Forging Signatures

suspended

Misrepresenting annuity benefits; falsifying signatures

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2023-11-22 /CRD 6055474 /NY

Troy Allen Orlando Suspended for Excessive Trading Causing $198,000 in Losses

suspended

Excessive trading; Reg BI violations

$198,000 Read the record →

2023-11-21 /CRD 2037669 /TX

Robert Allen Silvestri Barred for Refusing to Testify About Borrowing From Customer

barred

Refusal to testify about borrowing from customer

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