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Broker records

2,290 records on file, newest first

2025-01-07 /CRD 47548 /WA

Vorpahl Wing Securities Fined $25,000 for Net Capital and Reporting Violations

fined

Operated with net capital deficiencies and failed to file required notices

$25,000 Read the record →

2025-01-06 /CRD 10645 /FL

International Assets Advisory Fined for TRACE and RTRS Reporting Violations

fined

Failed to report transactions to TRACE and RTRS as required

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2025-01-06 /CRD 2524415 /MN

John Alfred Dow Jr. Barred for Refusing to Produce Documents in Estate Investigation

barred

Refused to produce documents requested by FINRA in investigation

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2025-01-06 /CRD 2715728 /AZ

Charles William Wodrich Barred for Failing to Cooperate with Senior Investor Investigation

barred

Failed to provide information and testimony in senior investor investigation

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2025-01-02 /CRD 283942 /NY

BofA Securities Fined $250,000 for TRACE Reporting Failures

fined

Failed to timely and accurately report transactions to TRACE

$250,000 Read the record →

2024-12-31 /CRD 19714 /NY

Barclays Capital Fined $1,000,000 for Net Capital Computation Failures

fined

Net capital computation failures; inaccurate FOCUS reports

$1,000,000 Read the record →

2024-12-31 /CRD 7059 /NY

Citigroup Global Markets Fined $100,000 for Municipal Securities Registration Violations

fined

Municipal securities representative registration violations

$100,000 Read the record →

2024-12-30 /CRD 36418 /CT

Interactive Brokers Fined $2,250,000 for Free-Riding Detection Failures

fined

Free-riding detection failures in options; supervisory deficiencies

$2,250,000 Read the record →

2024-12-30 /CRD 8174 /NJ

UBS Financial Services Fined $1,100,000 for Trade Confirmation Disclosure Failures

fined

Trade confirmation disclosure failures; supervisory deficiencies

$1,100,000 Read the record →

2024-12-30 /CRD 1108987 /NJ

Vincent William LaBarbara Suspended for Undisclosed Customer Lending Arrangement

suspended

Undisclosed lending arrangement with customer

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2024-12-27 /CRD 2347 /NY

Jefferies LLC Fined $250,000 for Regulation M Supervisory Failures

fined

Regulation M supervisory failures

$250,000 Read the record →

2024-12-26 /CRD 7356874 /NY

Justin Daniel Muccigrosso Suspended for Misusing Firm Funds Through False Expense Claims

suspended

Misuse of firm funds through false expense claims

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