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Broker records

2,290 records on file, newest first

2022-08-09 /CRD 4637800 /IA

Daniel Stoakes Suspended for Forging Customer Signatures

suspended

Forged and falsified customer signatures on account forms

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2022-08-08 /CRD 4661462 /VA

Haleh Farshi Barred for Refusing to Provide Information

barred

Refused to provide information regarding criminal fraud charge

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2022-08-05 /CRD 2002197 /FL

John Orlando Suspended for Mischaracterizing Trades

suspended

Mischaracterized solicited transactions as unsolicited

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2022-08-04 /CRD 79 /NY

J.P. Morgan Securities Fined $200,000 for Supervisory Failures in Elder Financial Abuse Case

fined

Failed to supervise representative who made unsuitable recommendations and unauthorized trades

$200,000 Read the record →

2022-08-04 /CRD 2440231 /NY

James Pecoraro Suspended for Excessive Trading

suspended

Excessive and unsuitable trading in customer accounts

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2022-08-03 /CRD 8209 /NY

Morgan Stanley Fined $325,000 for Inaccurate Research Reports

fined

Published inaccurate research reports and failed to disclose beneficial ownership

$325,000 Read the record →

2022-08-03 /CRD 736694 /NJ

Robert Mehlin Suspended for Unauthorized Discretion

suspended

Exercised unauthorized discretion and used unapproved communications

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2022-08-02 /CRD 13577 /NJ

Network 1 Financial Securities Inc. Fined $15,000 for Filing Violations

fined

Failed to file documents with FINRA in timely manner

$15,000 Read the record →

2022-08-02 /CRD 1610976

Timothy Fazzone Barred for Converting Customer Estate Funds

barred

Converted customer estate funds through fraudulent commission claim

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2022-08-02 /CRD 2588177 /TX

Ernest Frerking Barred for Refusing to Testify

barred

Refused to appear for FINRA testimony

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2022-08-02 /CRD 1307977 /NJ

Mark Guarino Fined and Suspended for PPP Loan Misrepresentations

fined

Negligent misrepresentations in PPP loan application

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2022-08-02 /CRD 467130 /MN

David Wilkie Suspended for Concealing Beneficiary Status

suspended

Concealed beneficiary status on customer life insurance policy

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