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Broker records

2,290 records on file, newest first

2025-07-21 /CRD 847360 /SC

Donald Spivey Barred for Refusing Testimony in Best Interest Investigation

barred

Refusal to appear for FINRA testimony

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2025-07-18 /CRD 36143 /NY

Integral Wealth Securities Fined $20,000 for Late Private Placement Filings

fined

Untimely private placement filings

$20,000 Read the record →

2025-07-17 /CRD 282756 /PR

First Southern LLC Fined $250,000 for Reg BI and Net Capital Violations

fined

Reg BI compliance failures and net capital violations

$250,000 Read the record →

2025-07-17 /CRD 2174456 /TX

Eric Dupre Barred for Borrowing Over $2.2 Million from Customers

barred

Borrowing from customers without firm approval

$2,200,000 Read the record →

2025-07-17 /CRD 6188279 /NE

Daniel Roper Suspended Two Years for Profit-Sharing and Discretionary Trading Violations

suspended

Profit-sharing with customer and discretionary trading violations

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2025-07-16 /CRD 2064602 /FL

Chuck Roberts Barred for Refusing Additional Testimony in Structured Products Investigation

barred

Refusal to appear for FINRA testimony

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2025-07-15 /CRD 4507001 /OK

Tiffany Keigley Barred for Failing to Produce Documents in Fund Distribution Investigation

barred

Failure to produce documents requested by FINRA

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2025-07-15 /CRD 6267861 /FL

Shammi Samaroo Barred for Refusing to Cooperate with FINRA Investigation

barred

Refusal to produce documents and information for FINRA

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2025-07-14 /CRD 6128916 /NY

Ishmael Williams Barred for False Statements to FINRA and Continuing Education Fraud

barred

False statements to FINRA and CE fraud

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2025-07-11 /CRD 79 /NY

J.P. Morgan Securities Fined $350,000 and Ordered to Pay Over $1.8 Million for Syndicate Preferred Stock Supervision Failures

fined

Failure to supervise syndicate preferred stock recommendations

$350,000 Read the record →

2025-07-11 /CRD 3090359 /NJ

Christopher Matuch Suspended Four Months for Mismarking Trading Positions

suspended

Mismarking trading positions to conceal losses

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2025-07-10 /CRD 4577898 /NY

Michael Colletti Fined and Suspended Eight Months for Unauthorized Trading

fined

Unauthorized trades and quantitatively unsuitable trading

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