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Broker records

2,290 records on file, newest first

2022-08-30 /CRD 5931863 /MN

Kyle Luebeck Suspended for Improperly Removing Customer Information

suspended

Improperly removed non-public customer information

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2022-08-29 /CRD 103725 /NY

Lampert Capital Markets Fined $10,000 for Net Capital Calculation Errors

fined

Operated below minimum net capital due to misclassification of assets

$10,000 Read the record →

2022-08-29 /CRD 5819063 /IL

Simon Granner Suspended for Undisclosed Outside Business

suspended

Failed to disclose outside business activity

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2022-08-29 /CRD 5282088 /OH

Ossama Helal Suspended for Unapproved Outside Business

suspended

Engaged in unapproved outside business activity after denial

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2022-08-29 /CRD 4867894 /FL

Christopher Perrillo Suspended for Failing to Disclose Financial Events

suspended

Willfully failed to disclose liens, judgment, and bankruptcy on Form U4

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2022-08-26 /CRD 4502849 /TX

Doug McKelvey Barred for Refusing to Provide Information About Misappropriation

barred

Refused to provide information about unauthorized activity and misappropriation

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2022-08-25 /CRD 5659467 /IL

Temetria Blackburn Suspended for EIDL Loan Misrepresentations

suspended

Reckless misrepresentations in EIDL loan application

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2022-08-24 /CRD 112494 /NY

Katalyst Securities Fined $15,000 for Net Capital Violations

fined

Conducted business while failing to maintain minimum net capital

$15,000 Read the record →

2022-08-24 /CRD 44848 /FL

Kovack Securities Fined $210,000 for Failing to Supervise Short-Term Mutual Fund Trading

fined

Failed to supervise short-term mutual fund trading

$210,000 Read the record →

2022-08-23 /CRD 46987 /FL

ViewTrade Securities Fined $250,000 for AML and Market Access Failures

fined

Failed to establish adequate AML program and market access controls

$250,000 Read the record →

2022-08-23 /CRD 2939162 /CA

Conrad Branson Suspended for Unauthorized Trading

suspended

Unauthorized transactions and discretionary trading

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2022-08-22 /CRD 14752 /NC

Capital Investment Group Fined $50,000 for Material Omissions in Private Placement Sales

fined

Failed to disclose material information about private placement offerings

$50,000 Read the record →