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Broker records

2,290 records on file, newest first

2025-09-22 /CRD 4362678 /MD

Clark James Kline Suspended Two Years for Causing Negative Brokerage Balance

suspended

Made payments knowing bank account lacked sufficient funds

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2025-09-18 /CRD 36654 /NY

ANZ Securities Fined $50,000 for TRACE Reporting Violations

fined

Inaccurate TRACE reporting and supervisory deficiencies

$50,000 Read the record →

2025-09-18 /CRD 3168629 /FL

Carol Lynn Abdo-Brownsberger Suspended Six Months for Inaccurate Statements

suspended

Made inaccurate statements about trustee role and undisclosed brokerage account

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2025-09-18 /CRD 304126 /NJ

Fundit Inc. Suspended for Failure to Provide Information

suspended

Suspended for failure to provide information

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2025-09-17 /CRD 145579 /OK

Oak Hills Securities Fined $125,000 for Private Placement Violations

fined

Private placement contingency and escrow violations

$125,000 Read the record →

2025-09-16 /CRD 3056412 /OR

Gregory Lawrence Jacobs Barred for Refusing to Provide Documents

barred

Refused to provide documents regarding personal email use and customer information sharing

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2025-09-16 /CRD 2017220 /TX

Thomas John Lykos Jr. Suspension Affirmed for Exam Misconduct

other

Violated examination rules of conduct

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2025-09-15 /CRD 6916323 /PR

Harry Harper Warnick Barred for Failing to Provide Information to FINRA

barred

Failed to provide information in investigation of undisclosed activities

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2025-09-12 /CRD 285406 /NY

Madison Global Partners Fined $20,000 for Net Capital Violations

fined

Net capital deficiencies and unauthorized business expansion

$20,000 Read the record →

2025-09-12 /CRD 7509743 /AZ

Wyman Sai Barred for Refusing to Provide Testimony

barred

Refused to provide testimony in investigation

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2025-09-10 /CRD 2347 /NY

Jefferies LLC Fined $1 Million for Reserve Calculation Errors

fined

Inaccurate reserve formula calculations and supervisory failures

$1,000,000 Read the record →

2025-09-10 /CRD 7720831 /NJ

Joshua Ethan Scholnick Charged with Cheating on SIE Examination

other

Accused of cheating on SIE examination using prohibited materials

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