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Broker records

2,290 records on file, newest first

2025-12-12 /CRD 4379905 /FL

Richard Stanislaus Routie Barred for Refusing to Testify in Customer Borrowing Investigation

barred

Failure to appear for testimony

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2025-12-11 /CRD 282266 /NY

Flow Traders Fined $75,000 for TRACE Reporting Violations

fined

Inaccurate TRACE reporting and supervisory failures

$75,000 Read the record →

2025-12-11 /CRD 5123703 /FL

Eric A. Fiallo Barred for Failure to Provide Information in Borrowing Investigation

barred

Failure to provide information to FINRA

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2025-12-11 /CRD 5319860 /TN

Sam Calvin Nevels Suspended Four Months for Taking Confidential Firm Information

suspended

Taking confidential information and falsifying records

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2025-12-10 /CRD 283078 /NJ

Moomoo Financial Fined $125,000 for Large Options Positions Reporting Failures

fined

Failure to report Large Options Positions and inadequate supervision

$125,000 Read the record →

2025-12-10 /CRD 7351555 /NC

Kyle Ray Critcher Suspended Three Months for Negligently Misrepresenting Corporate Bonds as FDIC-Insured

suspended

Negligent misrepresentation of corporate bonds as FDIC-insured

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2025-12-10 /CRD 3062534 /MN

Paul Richard Meyer Suspended Six Weeks for Exercising Unauthorized Discretion

suspended

Exercising discretion without written authorization

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2025-12-09 /CRD 3091599 /NJ

Jennifer H. Ceterko Barred for Failure to Cooperate with FINRA Investigation

barred

Failure to provide information and appear for testimony

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2025-12-08 /CRD 1257811 /VT

Douglas John McCauley Barred for Failure to Provide Information

barred

Failure to provide information to FINRA

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2025-12-08 /CRD 462058 /HI

William Klatoff Weinstein Barred for Failure to Provide Information

barred

Failure to provide information to FINRA

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2025-12-05 /CRD 40002 /PA

J. Alden Associates Fined $40,000 for Net Capital Violations

fined

Net capital deficiencies and record-keeping violations

$40,000 Read the record →

2025-12-05 /CRD 2653439 /DC

Roger Daniel Follis Suspended 45 Days for Off-Channel Communications with Customer

suspended

Off-channel communications and incomplete books and records

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