The database

Broker records

2,290 records on file, newest first

2022-09-29 /CRD 2932198 /NJ

Lisa Maria Idlett Suspended Six Months for Failing to Respond to FINRA

suspended

Failed to timely respond to FINRA requests for information and documents during investigation

Read the record →

2022-09-28 /CRD 8209 /NY

Morgan Stanley Fined $500,000 for Regulation M Filing Failures

fined

Failed to submit accurate and complete Regulation M filings and failed to supervise compliance

$500,000 Read the record →

2022-09-28 /CRD 4981423 /TX

Nickolay V. Kukekov Suspended for Undisclosed Outside Business Activities

suspended

Engaged in outside business activities as director and CEO without providing prior written notice to firm

Read the record →

2022-09-27 /CRD 10083 /NJ

Garden State Securities Fined $20,000 for Regulation M Violations

fined

Violated Regulation M by soliciting purchases during restricted period and failed to supervise compliance

$20,000 Read the record →

2022-09-27 /CRD 877 /CA

Wedbush Securities Fined $900,000 for Regulation SHO Violations

fined

Failed to comply with Regulation SHO close-out requirements and failed to supervise compliance

$900,000 Read the record →

2022-09-27 /CRD 1597042 /FL

Michael Glenn Seymour Suspended for Failing to Supervise UIT and Alternative Investment Sales

suspended

Failed to supervise registered representative's UIT and alternative investment recommendations despite knowledge of issues

Read the record →

2022-09-26 /CRD 114993 /TX

Crescent Securities Fined $30,000 for Fair Pricing Supervision Failures

fined

Failed to supervise and ensure fair pricing of inverse floating rate CMO transactions

$30,000 Read the record →

2022-09-26 /CRD 830330 /IL

Daniel Richard Hajduk Barred for Refusing to Testify About Customer Trades

barred

Refused to provide testimony about customer trades during FINRA examination

Read the record →

2022-09-26 /CRD 5918186 /MD

Miche D. Jean Suspended for Unauthorized Discretion and Recordkeeping Violations

suspended

Exercised unauthorized discretion in customer accounts and failed to preserve business-related text messages

Read the record →

2022-09-23 /CRD 375 /H.C. Wainwright & Co., LLC

H.C. Wainwright & Co. Fined $1.5 Million for Text Message Preservation Failures

fined

Failed to preserve business-related text messages and failed to supervise employee communications

$1,500,000 Read the record →

2022-09-23 /CRD 500336 /FL

Alan Zelig Appelbaum Barred for Refusing to Provide Documents

barred

Failed to provide documents and information in FINRA examination of complex structured product sales

Read the record →

2022-09-23 /CRD 1016040 /PA

Ronald Robert Walchack Barred for Refusing to Testify About Termination

barred

Refused to provide testimony in investigation of termination for recommendations violations, mismarking trade tickets, and unauthorized discretion

Read the record →