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Broker records

2,290 records on file, newest first

2022-08-01 /CRD 1658201 /TX

Charles Burford Decision: Unauthorized Trading in Deceased Customer Account

other

Unauthorized trades and withdrawals in deceased customer account

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2022-07-28 /CRD 5732488 /NY

Joseph A. Ambrosole Barred for Refusing Testimony About Unsuitable Trading Allegations

barred

Refusal to provide testimony regarding unsuitable trading allegations

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2022-07-28 /CRD 2432661 /FL

Jorge Antonio Netto Suspended and Ordered to Disgorge $75,000 for Undisclosed Business Activities

suspended

Undisclosed outside business activities and false compliance certification

$75,000 Read the record →

2022-07-28 /CRD 1419351 /OR

Wayne von Borstel Suspended for Causing Inaccurate 529 Plan Records

suspended

Causing inaccurate books and records by falsifying 529 plan beneficiary information

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2022-07-27 /CRD 4647994 /NY

Lance Everett Baraker Suspended for Undisclosed Investment Company Activities

suspended

Undisclosed outside business activity involving investment company

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2022-07-27 /CRD 2853952 /SC

Stephen Robert Green Suspended for Undisclosed Investment Company Activities

suspended

Undisclosed outside business activity involving investment company

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2022-07-27 /CRD 1722789 /FL

Robert Watson Vial Suspended for Undisclosed Investment Company Activities

suspended

Undisclosed outside business activity involving investment company

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2022-07-26 /CRD 1754577 /CA

Richard A. Hogan Suspended for Undisclosed Private Securities Transactions

suspended

Private securities transactions without prior notice

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2022-07-26 /CRD 4725953 /AZ

Brian Harold Young Suspended for Failing to Disclose Three Felony Charges

suspended

Willful failure to disclose felony charges and guilty plea

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2022-07-25 /CRD 148366 /NY

Worden Capital Management LLC Expelled for Fraudulent Private Placement Sales

other

Fraudulent omission of compensation agreement and supervisory failures

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2022-07-21 /CRD 5307192 /MN

Adam Thomas Marquardt Barred for Refusing Testimony About Unauthorized Cash Deposits

barred

Refusal to provide testimony regarding unauthorized deposits in client accounts

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2022-07-20 /CRD 137862 /CA

Sagetrader LLC Fined $775,000 for Failing to Supervise Potentially Manipulative Trading

fined

Failure to supervise for potentially manipulative trading

$775,000 Read the record →