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Broker records

2,290 records on file, newest first

2023-06-06 /CRD 14455 /CA

UnionBanc Investment Services Fined for Discovery Violations in Arbitration

fined

Failing to comply with discovery obligations in arbitration proceeding

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2023-06-06 /CRD 4637378 /FL

Scott Jay Matalon Barred for Refusing to Provide Information to FINRA

barred

Refusing to provide documents and information to FINRA

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2023-06-06 /CRD 7252494 /TN

Joanna L. Morgan Barred for Refusing to Cooperate with FINRA Investigation

barred

Refusing to provide information and documents to FINRA

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2023-06-06 /CRD 4437801 /LA

Jeremy Jefferson Jacobson Suspended for Unauthorized Trading

suspended

Executing unauthorized trades in customer accounts

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2023-06-05 /CRD 31194 /NY

RBC Capital Markets Fined for Inaccurate Order Reporting

fined

Reporting orders with inaccurate capacity codes and record-keeping violations

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2023-06-05 /CRD 121263 /Bahamas

RBC CMA LLC Fined $870,000 for Order Reporting Failures

fined

Reporting over one billion orders with inaccurate capacity codes and supervisory failures

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2023-06-05 /CRD 2528929 /FL

Jeffrey Max Cohen Barred for Refusing to Cooperate with FINRA Investigation

barred

Refusing to produce information and documents requested by FINRA

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2023-06-05 /CRD 6073346 /CA

Adam C. Ellison Suspended for Failing to Disclose Felony Charge

suspended

Willfully failing to timely amend Form U4 to disclose felony charge

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2023-06-01 /CRD 4401092 /WV

Delaina Sue Kucish Suspended 15 Months for Using Unauthorized Text Messages and Providing False Information

suspended

Using unauthorized text messages and providing false information to firm and FINRA

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2023-05-31 /CRD 46173 /NY

Park Avenue Securities Fined for Failure to Investigate Undisclosed Outside Business Activities

fined

Failure to supervise outside business activities

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2023-05-30 /CRD 1758915 /NJ

Rande Scott Aaronson Suspended for Failure to Supervise Illiquid Partnership Sales

suspended

Failure to supervise illiquid partnership sales

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2023-05-26 /CRD 1716966 /FL

Kevin Cory Barred for Misrepresentations to Former Customers

barred

Misrepresentations to customers and fraudulent conduct

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