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Broker records

2,290 records on file, newest first

2023-10-12 /CRD 7301382 /NJ

Nicholas Michael Caruso Suspended 3 Months for Excessive Trading Violating Reg BI

suspended

Excessive trading violating Regulation Best Interest

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2023-10-11 /CRD 1658436 /NC

Arun Kumar Aggarwal Suspended 2 Months for Unauthorized Discretionary Trading

suspended

Unauthorized discretionary trading and inaccurate books and records

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2023-10-11 /CRD 2859847 /NY

Frank L. Martin Suspended 3 Months for Supervisory Failures Enabling Excessive Trading

suspended

Failure to supervise excessive trading

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2023-10-10 /CRD 4465359 /CA

James R. Dickie Suspended 8 Months for OBA Violations and Form U4 Misrepresentations

suspended

Undisclosed outside business activity and willful Form U4 failures

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2023-10-09 /CRD 19585 /NY

HSBC Securities Fined $2 Million for Research Report Disclosure Violations

fined

Inaccurate conflict of interest disclosures in research reports

$2,000,000 Read the record →

2023-10-09 /CRD 5340171 /CA

Jorge Hernandez Barred for Refusing to Provide Information About Outside Business Activities

barred

Failure to cooperate with investigation into outside business activities

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2023-10-09 /CRD 2667392 /FL

Arni Jay Diamond Suspended 4 Months for Unsuitable Alternative Investment Recommendations

suspended

Unsuitable alternative investment recommendations

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2023-10-06 /CRD 2771452 /FL

Robert L. Jones Barred for Failing to Provide Documents to FINRA

barred

Failure to provide documents and information to FINRA

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2023-10-06 /CRD 2788300 /FL

Todd Michael Lesk Barred for Refusing to Cooperate with Crypto Investigation

barred

Failure to cooperate with investigation into crypto recommendations

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2023-10-06 /CRD 4073006 /GA

Scott Michael Bremus Suspended 6 Months for Undisclosed Private Securities Transaction

suspended

Undisclosed private securities transaction

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2023-10-05 /CRD 7321603 /CA

Elizabeth Ashley Nichols Suspended 18 Months for Series 7 Exam Cheating

suspended

Cheating on Series 7 examination by possessing cell phone

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2023-10-04 /CRD 2628708 /IL

James P. Pelletiere Barred for Refusing to Cooperate with FINRA Investigation

barred

Failure to cooperate with FINRA investigation

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