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Broker records

2,290 records on file, newest first

2025-11-04 /CRD 128351 /NY

SG Americas Securities Fined $90,000 for Inaccurate Rule 606 Reports

fined

Inaccurate Rule 606 reporting and inadequate supervision

$90,000 Read the record →

2025-11-04 /CRD 2403903 /WI

Michael Joseph Schmidt Suspended for False Entries in Journaling System

suspended

False entries in firm journaling system and unauthorized transfers

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2025-11-04

First Trust Portfolios Fined $10 Million for Excessive Gifts and Entertainment

fined

Excessive gifts and entertainment violating non-cash compensation rules

$10,000,000 Read the record →

2025-11-03 /CRD 6264698 /MA

Ana Maria Dimco Barred for Misusing Firm Funds and Failing to Respond to FINRA

barred

Misuse of firm funds and failure to respond to FINRA

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2025-10-31 /CRD 36418 /CT

Interactive Brokers Fined $150,000 for Market Data Display Violations

fined

Failed to provide consolidated market data display to customers

$150,000 Read the record →

2025-10-31 /CRD 45348 /NC

Supreme Alliance Fined $80,000 for Variable Annuity Supervision Failures

fined

Failed to supervise variable annuity transactions and Reg BI compliance

$80,000 Read the record →

2025-10-31 /CRD 4135180 /NJ

Eric Brian Kleiner Barred from Securities Industry

barred

Refused to provide information regarding non-approved investments and confidentiality breach

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2025-10-31 /CRD 4205289 /WI

John E. Pelletier Suspended for Unauthorized Transactions in Customer Account

suspended

Executed unauthorized transactions in customer retirement account at direction of unauthorized person

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2025-10-30 /CRD 2835725 /MD

George Ndifor Jing Barred for Refusing to Cooperate with Investigation

barred

Refused to provide information about undisclosed OBA or private securities transactions

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2025-10-30 /CRD 6368188 /NJ

Jose Luis Centeno Suspended for Falsifying Exception Report Reviews

suspended

Falsified records showing review of exception reports for thousands of transactions

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2025-10-29 /CRD 630 /NY

CIBC World Markets Fined $425,000 for Options Position Reporting Failures

fined

Failed to accurately report OTC options positions to LOPR system

$425,000 Read the record →

2025-10-29 /CRD 4693844 /NY

James Sunghoon Kim Suspended for Failure to Pay Arbitration Award

suspended

Suspended for failure to pay arbitration award

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