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Broker records

2,290 records on file, newest first

2023-05-09 /CRD 4700490 /PA

Michael Robert Neill Suspended for Causing Inaccurate Books and Records

suspended

Causing inaccurate books and records

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2023-05-08 /CRD 5239408 /NJ

Jason Lee Pintus Barred for Refusing FINRA Testimony

barred

Refusal to provide testimony to FINRA

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2023-05-05 /CRD 30833 /CA

Centaurus Financial and Donnie Eugene Ingram Sanctioned for Unsuitable Investment Recommendations

other

Unsuitable investment recommendations

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2023-05-05 /CRD 139627 /IA

Brokers International Financial Services Fined for Failure to Supervise Outside Brokerage Accounts

fined

Failure to supervise outside brokerage accounts

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2023-05-05 /CRD 2876322 /FL

Stefan Andrew Spath Suspended 20 Months for Misrepresentations and Undisclosed Outside Business Activity

suspended

Misrepresentations and undisclosed outside business activity

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2023-05-02 /CRD 19532 /TX

International Research Securities Fined for Net Capital Violations

fined

Net capital violations and inaccurate reporting

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2023-05-02 /CRD 2503652 /CA

Shahab TagnaviDinani Suspended for Unauthorized Trading in Deceased Customer Account

suspended

Unauthorized trading in deceased customer account

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2023-05-01 /CRD 283474 /NY

Webull Financial Fined $3 Million for Options Approval and Complaint Reporting Violations

fined

Failed to exercise due diligence for options approvals and failed to report customer complaints

$3,000,000 Read the record →

2023-05-01 /CRD 23224 /CA

Madison Avenue Securities Fined for Failure to Supervise Mutual Fund Sales Charge Discounts

fined

Failure to supervise mutual fund sales charge discounts

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2023-05-01 /CRD 7691 /NY

Merrill Lynch Fined $700,000 for Telemarketing Rule Violations

fined

Failure to supervise telemarketing compliance

$700,000 Read the record →

2023-05-01 /CRD 2569145 /MA

Cullen David Factor Barred for Refusing FINRA Testimony

barred

Refusal to provide testimony to FINRA

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2023-04-27 /CRD 285216 /CA

SprinkleBrokerage Fined $15,000 and John Wallin Suspended for AML Failures

fined

Failed to develop and implement reasonable AML program, failed to update Form BD

$15,000 Read the record →