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Broker records

2,290 records on file, newest first

2023-04-24 /CRD 6527545 /FL

Matthew Mangini Suspended Six Months for Unapproved Private Securities Transactions

suspended

Participated in unapproved private securities transactions

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2023-04-21 /CRD 6922112 /MI

Drake Uplinger Suspended Three Months for Maintaining Undisclosed Outside Accounts

suspended

Failed to disclose outside brokerage accounts, provided false compliance certifications

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2023-04-20 /CRD 5657849 /NJ

Christopher Tranchina Barred for Breaking Into Former Employer’s Office and Taking Files

barred

Unauthorized access to former employer's office, taking customer files, failure to disclose criminal charge

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2023-04-20 /CRD 1896352 /AZ

Todd Anderson Suspended 45 Days for Unsuitable Mutual Fund Recommendations

suspended

Made unsuitable mutual fund recommendations causing customer to miss breakpoint discounts

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2023-04-19 /CRD 4662779 /CA

Johnathan Norton Suspended 30 Days for Undisclosed Private Securities Transactions

suspended

Participated in private securities transactions without prior written notice

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2023-04-19 /CRD 146251 /Spartan Capital Securities, LLC

Spartan Capital Securities, John Lowry, and Kim Monchik Sanctioned for Form U4 and U5 Disclosure Failures

other

Willfully failed to amend Form U4s and U5s to disclose customer arbitrations and complaints

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2023-04-18 /CRD 19714 /NY

Barclays Capital Fined $2.5 Million for OTC Options Reporting Failures

fined

Failed to accurately report OTC options positions to LOPR system, inadequate supervisory system

$2,500,000 Read the record →

2023-04-18 /CRD 4817558 /WA

Michael Raineri Barred for Converting $135,000 from Customer

barred

Converted customer funds

$135,000 Read the record →

2023-04-17 /CRD 3202595 /TX

FINRA Disciplinary Action: Christine Tan Dormier Suspension Lifted After Arbitration Compliance

other

Failure to comply with arbitration award (Rule 9554); suspension lifted after compliance

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2023-04-17 /CRD 7297 /IL

Regal Securities Fined $100,000 for Failing to Monitor Potentially Manipulative Trading

fined

Failed to supervise and monitor potentially manipulative trading activity

$100,000 Read the record →

2023-04-17 /CRD 6303936 /AR

Tori Uhiren Barred for Refusing to Provide Information to FINRA

barred

Refused to provide documents and information in FINRA investigation

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2023-04-17 /CRD 2648836 /NY

Jason DiPaola Suspended Four Years for Undisclosed Outside Account and False Compliance Forms

suspended

Failed to disclose outside account with discretionary authority, submitted false compliance forms, failed to provide testimony

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