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Broker records

2,290 records on file, newest first

2023-09-26 /CRD 7059 /NY

Citigroup Fined $2.5 Million and Ordered to Disgorge $5.7 Million for Over-Tendering Shares

fined

Over-tendered shares in partial tender offers in violation of Short Tender Rule

$2,500,000 Read the record →

2023-09-25 /CRD 6872054 /VA

Sebastian Puznowski Suspended by FINRA for Failure to Provide Information

suspended

Failure to provide information or keep information current pursuant to FINRA Rule 9552(d)

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2023-09-25 /CRD 1457661 /WV

Rodney Ferruso Barred for Failing to Testify About Mutual Fund Trading

barred

Refused to testify regarding short-term trading of mutual funds in customer accounts

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2023-09-25 /CRD 5157882 /UT

Adam Anderson Suspended for Undisclosed Outside Business Activity

suspended

Failed to disclose outside business activity and provided false attestations

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2023-09-22 /CRD 361 /NY

Goldman Sachs Fined $6 Million for Blue Sheet Reporting Failures

fined

Submitted inaccurate blue sheets and failed to establish adequate supervisory system

$6,000,000 Read the record →

2023-09-22 /CRD 1133673 /NJ

William Ard Suspended for Misleading Communications and False Statements

suspended

Forwarded misleading communications, made false statements, and communicated off-channel

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2023-09-22 /CRD 4498061 /CA

Christopher Kennedy Accused of Churning Customer Accounts and Making Fake Statements

other

Allegedly churned customer accounts, made fake statements, and lied to FINRA

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2023-09-21 /CRD 4386481 /NJ

Pierre Hilario Barred for Failing to Cooperate with Private Placement Investigation

barred

Refused to testify or produce documents regarding private placement investigation

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2023-09-21 /CRD 2483733 /NJ

Ronald Smith Barred for Failing to Produce Documents in Customer Complaint Investigation

barred

Refused to produce documents requested in customer complaint investigation

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2023-09-21 /CRD 4205289 /WI

John Pelletier Accused of Unauthorized Trading in Customer IRA

other

Allegedly engaged in unauthorized trading in customer IRA account

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2023-09-19 /CRD 2176917 /TX

Leslie Jackson Barred for Selling Away and False Compliance Responses

barred

Participated in private securities transactions without notice to firm and provided false compliance responses

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2023-09-18 /CRD 2762 /NY

TP ICAP Global Markets Fined for TRACE Reporting Violations

fined

Inaccurately reported TRACE transactions and failed to establish adequate supervisory system

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