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Broker records

2,290 records on file, newest first

2023-09-05 /CRD 7173106 /GA

Joseph Quintons Barred for Failing to Cooperate with FINRA

barred

Refused to provide information to FINRA regarding Form U4 disclosure investigation

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2023-09-05 /CRD 1100052 /CA

Stephen Takeda Barred for Failing to Cooperate with FINRA Investigation

barred

Refused to provide information to FINRA regarding customer complaint investigation

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2023-09-05 /CRD 3124942 /CT

Kevin Carroll Suspended for Unauthorized Borrowing and Discretionary Trading

suspended

Borrowed from customer without firm approval and exercised unauthorized discretion

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2023-09-05 /CRD 3155726 /OK

Anthony Cross Suspended for Unauthorized Discretionary Trading

suspended

Exercised unauthorized discretionary authority in customer accounts

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2023-08-31 /CRD 13577 /NJ

Network 1 Financial Securities and Michael Molinaro Fined for Excessive Trading Supervision Failures

fined

Failed to supervise excessive trading, inadequate written supervisory procedures

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2023-08-31 /CRD 137988 /NY

Lebenthal Financial Services Fined for Failures in Supervising Consolidated Reports

fined

Failed to supervise creation and dissemination of consolidated reports

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2023-08-31 /CRD 5605796 /NY

Richard S. Siminou Suspended Four Months for Excessive Trading of Elderly Customer Accounts

suspended

Excessively traded two elderly customer accounts

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2023-08-24 /CRD 869179 /GA

J. Richard Matheis Barred for Refusing to Testify to FINRA

barred

Refused to provide testimony to FINRA in investigation of sales practice violations

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2023-08-23 /CRD 1025539 /NY

Wesley Howard Triani Barred for Refusing to Provide Information to FINRA

barred

Refused to provide documents and information to FINRA

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2023-08-18 /CRD 130116 /MN

BrokerBank Securities Expelled and Philip Paul Wright Barred for Allowing Unregistered Person to Conduct Securities Business

barred

Permitted unregistered and disqualified person to conduct securities business, failed to respond to FINRA requests

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2023-08-17 /CRD 134 /NY

Cantor Fitzgerald Fined $100,000 for Rule 606 Reporting Failures

fined

Published inaccurate and incomplete Rule 606 reports on order handling

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2023-08-16 /CRD 361 /NY

Goldman Sachs Fined $425,000 for Large Options Positions Reporting Failures

fined

Failed to accurately report large options positions

$425,000 Read the record →