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Broker records

2,290 records on file, newest first

2023-07-26 /CRD 7132872 /MS

James Floyd Garraway III Suspended for Forging Customer Signatures

suspended

Forging customer signatures on forms

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2023-07-25 /CRD 6413 /SC

LPL Financial Fined $3 Million for Supervisory Failures Allowing Customer Fund Conversion

fined

Supervisory failures allowing customer fund conversion and signature forgery

$3,000,000 Read the record →

2023-07-24 /CRD 143381 /FL

OCP Capital Fined $75,000 for Books and Records Violations

fined

Books and records violations, unregistered principal, email retention failures

$75,000 Read the record →

2023-07-24 /CRD 5918186 /MD

Miche D. Jean Barred for Failing to Cooperate in Customer Conversion Investigation

barred

Customer fund conversion and failure to cooperate with investigation

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2023-07-24 /CRD 4224616 /NY

Gregory Edward Collins Suspended for Unapproved Outside Business Activities

suspended

Unapproved outside business activities and false compliance attestations

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2023-07-21 /CRD 7897 /NY

Instinet Fined $450,000 for Regulation NMS Violations

fined

Regulation NMS violations and supervisory failures

$450,000 Read the record →

2023-07-21 /CRD 2722931 /NY

Eric Ryan Tartaglione Barred for Refusing to Testify About Pre-IPO Private Placements

barred

Failure to testify regarding pre-IPO private placement sales

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2023-07-20 /CRD 3070076 /TN

Steven Marc Brakman Suspended for Making False Entries to Avoid Compensation Losses

suspended

Making false entries to avoid compensation losses

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2023-07-20 /CRD 840752 /FL

Robert Spencer Gerstein Suspended for Unsuitable Short-Term Trading

suspended

Unsuitable short-term trading and falsifying order tickets

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2023-07-20 /CRD 290248 /NJ

Monmouth Capital Management Expelled for Churning Customer Accounts Including Gold Star Families

other

Churning, excessive trading, supervisory failures, false Form CRS disclosures

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2023-07-19 /CRD 2864333 /NJ

John Charles Jacobsen Barred for Failing to Cooperate with Revenue Allocation Investigation

barred

Failure to cooperate with investigation regarding production number discrepancies and revenue allocation

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2023-07-18 /CRD 718185 /AZ

Joseph Francis Bartosiewicz Jr. Barred for Failing to Cooperate with FINRA Investigation

barred

Failure to cooperate with FINRA investigation following firm AWC

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