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Broker records

2,290 records on file, newest first

2023-05-18 /CRD 41067 /FL

DMK Advisor Group Fined for Form CRS and Regulation Best Interest Violations

fined

Form CRS and Reg BI supervisory violations

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2023-05-18 /CRD 6601132 /NC

Christopher John Carpenter Barred for Refusing to Produce Documents

barred

Refusal to produce documents to FINRA

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2023-05-18 /CRD 1175190 /NJ

Brian Edward Reilly Suspended for Misrepresenting Identity to Annuity Provider

suspended

Misrepresenting identity and providing false information

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2023-05-18 /CRD 2379704 /NY

Thomas John Tedeschi Suspended for Failure to Disclose Felony Charges

suspended

Failure to disclose felony charges on Form U4

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2023-05-16 /CRD 8052 /AR

Crews & Associates Fined $50,000 for Municipal Bond Markup Violations

fined

Municipal bond markup violations and supervision failures

$50,000 Read the record →

2023-05-16 /CRD 10409 /MA

MML Investors Services Fined $250,000 for Untimely Form U4 and U5 Disclosures

fined

Untimely Form U4 and U5 disclosures

$250,000 Read the record →

2023-05-16 /CRD 501131 /AR

Rush Flowers Harding III Suspended One Year for Municipal Bond Markup Violations

suspended

Municipal bond markup violations and interpositioning

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2023-05-16 /CRD 6087064 /TX

Bryan Sproul Suspended for Borrowing from Customer

suspended

Borrowing from customer without firm approval

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2023-05-15 /CRD 145012 /SW Financial dba Salomon Whitney LLC

SW Financial Expelled and Thomas Diamante Suspended for Multiple Violations

suspended

Material misrepresentations and supervision failures

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2023-05-11 /CRD 894 /MA

O’Neil Securities Fined for Failure to Record and Supervise Private Securities Transactions

fined

Failure to record and supervise private securities transactions

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2023-05-10 /CRD 121192 /AZ

Arque Capital and Michael Cheng Ning Sanctioned for Net Capital and Regulatory Violations

other

Net capital violations and inaccurate books and records

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2023-05-09 /CRD 6073108 /MD

Jacob Harrison Leddy Suspended for Improper Removal of Customer Information

suspended

Improper removal of customer non-public personal information

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