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Broker records

2,290 records on file, newest first

2025-10-28 /CRD 6787085 /CT

Anna Marie Verzosa Barred for Failure to Provide Information

barred

Barred for failure to provide information to FINRA

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2025-10-27 /CRD 292589 /FL

Avenue Securities Fined $100,000 for Inaccurate Customer Confirmations

fined

Provided inaccurate markup information on 44% of fixed-income confirmations

$100,000 Read the record →

2025-10-27 /CRD 283942 /NY

BofA Securities Fined $450,000 for Trade-Through Violations

fined

Failed to prevent trade-throughs of protected quotations in NMS stocks

$450,000 Read the record →

2025-10-27 /CRD 7717 /CA

Independent Financial Group Fined $100,000 for Permitting Suspended Representative to Trade

fined

Permitted suspended representative to enter securities orders

$100,000 Read the record →

2025-10-27 /CRD 2985613 /Canada

George Stratis Barred for Failure to Provide Information

barred

Barred for failure to provide information to FINRA

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2025-10-27 /CRD 6818846 /NJ

Steven A. Pusterla Suspended for Failure to Provide Information

suspended

Suspended for failure to provide information to FINRA

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2025-10-27 /CRD 1749165 /TX

Geraldine Card Maxfield Suspended for Failure to Pay Arbitration Award

suspended

Suspended for failure to pay arbitration award

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2025-10-24 /CRD 142271 /CT

Vision Financial Markets Fined $250,000 for Reserve Calculation Failures

fined

Failed to accurately calculate customer and PAB reserve requirements

$250,000 Read the record →

2025-10-24 /CRD 7650265 /NY

Jessica Quiroz Barred for Refusing FINRA Testimony

barred

Refused to appear for FINRA on-the-record testimony

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2025-10-23 /CRD 304587 /FL

Puente Servicios Financieros Fined $20,000 for Mark-Up Disclosure Failures

fined

Failed to disclose mark-up and mark-down information on customer confirmations

$20,000 Read the record →

2025-10-23 /CRD 4292479 /TX

Jose Abel Gamez Barred for Refusing to Cooperate with Investigation

barred

Refused to provide information regarding alleged customer fund misuse

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2025-10-22 /CRD 103728 /CA

J.K. Financial Services Fined $65,000 for Multiple Compliance Failures

fined

Form CRS violations and email preservation and supervision failures

$65,000 Read the record →