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Broker records

2,290 records on file, newest first

2025-05-19 /CRD 42677 /TX

MDB Capital Fined for Insider Trading Prevention Deficiencies

fined

Inadequate MNPI and conflict of interest controls

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2025-05-19 /CRD 19616 /MO

Wells Fargo Clearing Services Fined for Customer Information Safeguarding Failures

fined

Customer information safeguarding failures

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2025-05-19 /CRD 4997026 /NY

Multiple Individuals Suspended for Failing to Provide Information to FINRA

suspended

Suspended for failure to provide information to FINRA

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2025-05-16 /CRD 4409118 /OH

Todd Leightey Suspended for Unsuitable Variable Annuity Recommendations

suspended

Unsuitable variable annuity recommendations and application inaccuracies

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2025-05-16 /CRD 2250454 /CA

Jose Navarro Suspended 12 Months for Private Securities Transactions and Customer Borrowing

suspended

Private securities transactions and customer borrowing violations

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2025-05-14 /CRD 149486 /NY

BTG Pactual Fined $400,000 for Anti-Money Laundering Deficiencies

fined

Anti-money laundering compliance deficiencies

$400,000 Read the record →

2025-05-14 /CRD 289015 /PA

Honeycomb Portal Fined $140,000 for Crowdfunding Intermediary Violations

fined

Crowdfunding intermediary violations and recordkeeping failures

$140,000 Read the record →

2025-05-14 /CRD 7061837 /NY

Johnathon Sawaged Barred for Refusing to Testify After Termination for Client Payment Issues

barred

Failure to testify regarding client payment handling allegations

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2025-05-14 /CRD 6595452 /TN

Ryan Spencer Barred for Refusing to Testify After Expense Policy Termination

barred

Failure to testify regarding expense policy non-compliance

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2025-05-13 /CRD 361 /NY

Goldman Sachs Fined $1.45 Million for CAT Reporting and Trade Accuracy Failures

fined

CAT reporting failures and trade accuracy violations

$1,450,000 Read the record →

2025-05-13 /CRD 814936 /CA

Phillip Anderson Suspended for Unsuitable Bond Recommendations to Seniors

suspended

Unsuitable speculative bond recommendations to seniors

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2025-05-13 /CRD 4391591 /CA

David Ravarino Suspended for False Outside Business Activity Disclosures

suspended

False outside business activity disclosures

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