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Broker records

2,290 records on file, newest first

2023-02-17 /CRD 119037 /England

Laidlaw & Company Fined $200,000 for Net Capital Violations and Due Diligence Failures

fined

Operated with net capital deficiencies, filed inaccurate financial reports, and failed to conduct adequate private placement due diligence

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2023-02-16 /CRD 6959564 /GA

Blake Eskew Barred for Refusing FINRA Testimony

barred

Refused to appear for FINRA testimony regarding allegations of email alteration and unauthorized trading

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2023-02-16 /CRD 1589414 /NY

Bradley Carl Reifler Barred for Failing to Respond to FINRA Requests

barred

Failed to respond fully to FINRA information requests and provided incomplete testimony regarding closed-end interval fund

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2023-02-16 /CRD 7097895 /OR

Paul James Trone Barred for Refusing FINRA Testimony

barred

Refused to appear for FINRA testimony regarding allegations of unauthorized computer system access

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2023-02-16 /CRD 2736849 /NY

Lon Charles Faccini Jr. Suspended for Excessive and Unsuitable Trading

suspended

Engaged in excessive and unsuitable trading using margin, causing customer losses and excessive costs

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2023-02-15 /CRD 4577898 /NY

Michael Ciro Colletti Accused of Unauthorized and Excessive Trading

other

Alleged unauthorized trading and excessive churning in elderly customer's account

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2023-02-14 /CRD 26586 /Quint Capital Corporation

Quint Capital Corporation and Alexander Norman Quint Sanctioned for Allowing Disqualified Individual to Work

other

Permitted statutorily disqualified individual to work without proper authorization

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2023-02-10 /CRD 31148 /NY

Long Island Financial Group Fined for Regulation Best Interest Failures

fined

Failed to establish adequate policies and procedures for Regulation Best Interest and Form CRS compliance

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2023-02-10 /CRD 42150 /PA

Fortune Financial Ordered to Pay $637,355 in Restitution for Variable Annuity Failures

other

Failed to supervise variable annuity recommendations resulting in $612,172.66 in unsuitable surrender charges to customers

$637,355 Read the record →

2023-02-10 /CRD 6466410 /IL

Patrick Keith Sloan Suspended for Falsifying Signatures and Unauthorized Discretion

suspended

Falsified customer signatures with permission and exercised unauthorized discretion, then falsely attested to compliance

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2023-02-09 /CRD 6937503 /TX

Quang Vinh Mai Barred for Refusing FINRA Testimony

barred

Refused to appear for FINRA testimony regarding undisclosed outside business activity allegations

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2023-02-07 /CRD 18377 /NY

Rosenblatt Securities Fined for Late Private Placement Filings

fined

Failed to timely file private placement documents with FINRA and lacked adequate supervisory procedures

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