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Broker records

2,290 records on file, newest first

2024-12-18 /CRD 29249 /FL

Insigneo Securities Fined $85,000 for Private Securities Transaction and TRACE Violations

fined

Private securities transaction supervision failures; TRACE reporting violations

$85,000 Read the record →

2024-12-18 /CRD 116270 /NY

Seaport Global Securities Fined $125,000 for Options Trading Supervision Failures

fined

Options trading supervision failures; inaccurate order memoranda

$125,000 Read the record →

2024-12-18 /CRD 8174 /NJ

UBS Financial Services Fined $500,000 for Syndicate Preferred Stock Supervision Failures

fined

Unsuitable short-term syndicate preferred stock recommendations; supervisory failures

$500,000 Read the record →

2024-12-17 /CRD 133760 /UT

Cambria Capital Ordered to Pay Restitution for Excessive Commissions and Trading Violations

other

Excessive commissions; excessive trading; supervisory failures

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2024-12-17 /CRD 4579060 /AL

James Clayton Langford III Barred for Refusing Testimony Amid Fund Conversion Allegations

barred

Refusal to provide testimony regarding alleged fund conversion from senior customer

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2024-12-17 /CRD 1529464 /NJ

Donald R. Ayers Jr. Suspended for Failing to Disclose Liens and Judgments

suspended

Failure to disclose liens and judgments; false compliance attestations

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2024-12-17 /CRD 4284800 /NY

James Joseph Lukezic Charged with Unauthorized Mutual Fund Trades and False Statements

other

Alleged unauthorized mutual fund trades; false statements to FINRA

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2024-12-13 /CRD 2225091 /TX

Jonathan Earl Best Charged with Unauthorized Trading in Senior Customer Account

other

Alleged unauthorized trading in senior customer account

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2024-12-12 /CRD 5966835 /WA

Mary Christine Beslagic Suspended for Unsuitable Mutual Fund Recommendations

suspended

Unsuitable mutual fund recommendations violating Reg BI

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2024-12-11 /CRD 19596 /MO

Arlington Securities and Robert Earl Hillard Fined for Unsuitable Variable Annuity Recommendations

fined

Unsuitable variable annuity recommendations; supervisory failures

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2024-12-11 /CRD 7581212 /FL

Saraie Dorgilles Barred for Refusing to Provide Testimony to FINRA

barred

Refusal to provide testimony regarding SIE exam conduct

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2024-12-11 /CRD 1883661 /NJ

Jack David Faller Suspended for Creating False Branch Inspection Reports

suspended

Creating false branch inspection reports; inaccurate books and records

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