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2,290 records on file, newest first

2025-03-17 /CRD 5491743 /VA

Jarrett Carter Thomas Suspended 45 Days for Unauthorized Transaction Involving Incapacitated Senior

suspended

Unauthorized $50000 transfer for incapacitated senior customer

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2025-03-14 /CRD 5257475 /NJ

Martin Barwikowski Barred for Refusing to Produce Documents in Sales Practice Investigation

barred

Refused to produce documents in sales practice violation investigation

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2025-03-12 /CRD 129356 /CA

FTP Securities LLC Fined $35,000 for Inadequate Outside Business Activity Supervision

fined

Inadequate supervision of outside business activities

$35,000 Read the record →

2025-03-11 /CRD 205 /IN

Sanctuary Securities Fined $150,000 for AML Program Deficiencies

fined

AML program deficiencies and inadequate customer identification procedures

$150,000 Read the record →

2025-03-10 /CRD 6116538 /NJ

Jordan Paul Meadow Barred for Refusing Testimony in Excessive Trading Investigation

barred

Refused testimony in investigation of potential excessive trading

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2025-03-06 /CRD 287912 /TX

Redbridge Securities LLC Fined $475,000 for AML and Market Manipulation Supervisory Failures

fined

AML compliance failures and inadequate market manipulation supervision

$475,000 Read the record →

2025-03-06 /CRD 8158 /WI

Robert W. Baird & Co. Ordered to Pay $657,830 for Reg BI Violations

other

Reg BI violations - recommended unnecessary fee-based accounts

$657,830 Read the record →

2025-03-06 /CRD 4469446 /MO

James Allen Bowman Barred for Refusing Testimony in FINRA Investigation

barred

Refused testimony regarding personal reimbursement of customer losses

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2025-03-06 /CRD 4913481 /NJ

Richard Joseph Perlongo Suspended Three Months for Excessive Trading

suspended

Excessive and unsuitable trading resulting in customer losses

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2025-03-06 /CRD 7575351 /MO

Calvin Lee Gray Charged with Failing to Cooperate with Investigation into Bank Fraud Allegations

other

Alleged failure to cooperate with investigation into bank fraud and identity theft

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2025-03-04 /CRD 13577 /NJ

Network 1 Financial Securities and Michael Molinaro Fined $400,000 for AML Compliance Failures

fined

AML compliance program failures and off-channel communications violations

$400,000 Read the record →

2025-03-04 /CRD 103787 /NY

Tradeweb Direct LLC Fined $65,000 for Municipal Securities Reporting Violations

fined

Failed to include NTBC indicator on municipal securities transaction reports

$65,000 Read the record →