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Broker records

2,290 records on file, newest first

2023-08-04 /CRD 1357703 /NY

Suzanne Marie Capellini Barred for Providing False Information and AML Program Failures

barred

Provided false information to FINRA and failed to establish adequate AML program

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2023-08-03 /CRD 2981153 /PA

Timothy James Breslin Barred for Providing Falsified Documents and False Testimony to FINRA

barred

Provided falsified documents and false testimony to FINRA

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2023-08-03 /CRD 1147009 /MO

Robert Vincent Judge Suspended Four Months for Permitting Signature Falsification

suspended

Permitted falsification of his own signature and customer signatures on account documents

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2023-08-03 /CRD 868378 /MO

Bradley Thomas Wastler Suspended 10 Months for Forging Customer Signatures

suspended

Forged customer and registered representative signatures on account documents

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2023-08-02 /CRD 812664 /NJ

William Henry Weisbrod Barred for Breaching Fiduciary Duties and Fraud

barred

Breached fiduciary duties and directed unsuitable trading strategy for personal gain

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2023-08-02 /CRD 6018019 /NJ

Lilia Nia Suspended One Year for Effecting Unauthorized Transactions in Bank Account

suspended

Effected unauthorized transactions causing excessive risk and costs

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2023-08-01 /CRD 7013767 /WI

Ashley Fenderson Barred for Refusing to Provide Information to FINRA

barred

Refused to provide information and documents to FINRA

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2023-07-27 /CRD 151604 /MI

Concorde Investment Services Fined $175,000 for Securities Act Violations

fined

Securities Act violations and supervisory failures regarding private placements

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2023-07-27 /CRD 4648882 /TN

David Harrison Miller Barred for Refusing to Testify About Investment Suitability

barred

Failure to testify regarding suitability of investment recommendations

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2023-07-27 /CRD 1429794 /WI

Robert Charles Starnes Barred for Refusing to Testify About Customer Complaint

barred

Failure to testify regarding customer complaint

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2023-07-27 /CRD 5685224 /MD

Howard Stuart Rothman Suspended for Misleading Testimony at FINRA Arbitration

suspended

Misleading testimony at FINRA arbitration hearing

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2023-07-27 /CRD 1239086 /GA

Darren Michael Kubiak Accused of Failing to Testify About Unsuitable Limited Partnership Recommendations

other

Alleged failure to testify regarding unsuitable limited partnership recommendations to seniors

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