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Broker records

2,290 records on file, newest first

2023-06-15 /CRD 1277533 /AL

Thomas Alvin Vernor III Suspended for Failing to Disclose Felony Charge

suspended

Willfully failing to disclose felony charge on Form U4

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2023-06-14 /CRD 4727529 /GA

Brody Ralph Bray Suspended for Undisclosed Outside Business Activities and Misleading Communications

suspended

Undisclosed outside business activities and distributing misleading investment communications

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2023-06-14 /CRD 4672687 /NY

Colin Jeremiah Healy Suspended One Year for Submitting Personal Expenses for Reimbursement

suspended

Submitting personal expenses for reimbursement as business expenses

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2023-06-13 /CRD 5552070 /NY

Sharon Hayut Suspended for Accepting Undisclosed Gifts from Senior Customer

suspended

Accepting undisclosed monetary gifts from senior customer in violation of firm policies

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2023-06-12 /CRD 5284151 /OR

Roger Lee Arnold Barred for Failing to Cooperate with Investigation into Unauthorized Account Transactions

barred

Failing to cooperate with investigation into unauthorized redemptions from spouse's account

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2023-06-09 /CRD 104021 /Letsgotrade, Inc. dba ChoiceTrade

Letsgotrade and Neville Golvala Fined for Distributing Misleading Promotional Materials

fined

Negligently disseminating promotional materials with material misstatements and omissions

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2023-06-08 /CRD 5393 /TX

Charles Schwab Fined $350,000 for ETN Confirmation Disclosure Failures

fined

Sending confirmations with omitted disclosures for callable ETNs

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2023-06-08 /CRD 5633 /NE

TD Ameritrade Clearing Fined $500,000 for Confirmation Disclosure Failures

fined

Failing to disclose callable features and redemption risks on confirmations

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2023-06-08 /CRD 2270954 /CA

Kale KH Young Suspended for Falsifying Customer Signatures

suspended

Falsifying customer signatures on documents and causing inaccurate books and records

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2023-06-07 /CRD 6152653 /FL

Jermaine K. Benjamin Barred for Refusing to Cooperate with Investigation into Customer Complaint

barred

Refusing to provide documents and information to FINRA

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2023-06-07 /CRD 2406530 /CA

Sean Pong Barred for Refusing to Testify About Outside Business Activity

barred

Refusing to appear for on-the-record testimony regarding outside business activity

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2023-06-07 /CRD 2842993 /TN

D. Wray Rodgers Barred for Refusing to Testify About Outside Business Activity and Potential Misuse of Funds

barred

Refusing to appear for testimony regarding undisclosed outside business activity and potential customer fund misuse

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