The database

Broker records

2,290 records on file, newest first

2023-03-21 /CRD 2428655 /CA

Jeffrey Lance Prince Suspended for Falsifying Representative Codes

suspended

Falsified representative codes to receive higher commissions

Read the record →

2023-03-20 /CRD 2935032 /NY

Derek John Rehill Suspended for Preparing Inaccurate Customer Contact Notes

suspended

Prepared inaccurate customer contact notes

Read the record →

2023-03-20 /CRD 130116 /MN

BrokerBank Securities and Philip Paul Wright Charged with Allowing Unregistered and Statutorily Disqualified Individual to Conduct Securities Business

other

Alleged permitting unregistered and disqualified individual to conduct securities business

Read the record →

2023-03-15 /CRD 4655479 /NC

David Shane Simmons Barred for Refusing to Cooperate with Investigation

barred

Refused to produce documents and testimony

Read the record →

2023-03-13 /CRD 7277415 /NY

Crystal Bing Sum Cho Barred for Refusing to Produce Documents

barred

Refused to produce information and documents

Read the record →

2023-03-13 /CRD 2981386 /Mexico

Maria P. Acevez Perez Suspended for Failing to Timely Respond to FINRA Requests

suspended

Failed to timely respond to FINRA information requests

Read the record →

2023-03-13 /CRD 6391100 /NY

Brendan Ercole Suspended for Improperly Removing Customer Information

suspended

Improperly removed customer non-public personal information

Read the record →

2023-03-10 /CRD 4847560 /PR

Jose Manuel Candelario Padilla Sanctioned for Recommending Non-Traditional ETFs Without Understanding Risks

other

Recommended leveraged and inverse ETFs without understanding risks

Read the record →

2023-03-10 /CRD 5918186 /MD

Miche D. Jean Charged with Failing to Cooperate and Alleged Customer Conversion

other

Alleged conversion of customer funds and failure to cooperate with investigation

Read the record →

2023-03-09 /CRD 137862 /NJ

SageTrader Fined for Short Sale Marking and Locate Violations

fined

Mismarked short sale orders and failed to obtain required locates

Read the record →

2023-03-09 /CRD 4267482 /FL

Kevin Andrew Hobbs Barred for Providing Inaccurate Information and Trading Away

barred

Provided inaccurate information to FINRA and engaged in undisclosed private securities transactions

Read the record →

2023-03-09 /CRD 223919 /NY

Gary Mark Goldberg Suspended and Ordered to Pay Restitution for Unsuitable Variable Annuity Recommendations

suspended

Made unsuitable variable annuity recommendations to generate higher commissions

Read the record →