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2024-10-01 /CRD 4321414 /CA

Daniella R. Rand Barred for Refusing to Provide Information to FINRA

barred

Failure to cooperate with FINRA investigation

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2024-10-01 /CRD 6308000 /NY

Amina Kennedy Suspended for Fraudulent Continuing Education Certification

suspended

Fraudulent continuing education certification

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2024-09-30 /CRD 39137 /CT

FINRA Fines Cambridge International Securities $200,000 for Foreign Associate Supervision Failures

other

Failure to supervise foreign associates; failure to preserve electronic communications; unregistered activities

$200,000 Read the record →

2024-09-30 /CRD 7691 /NY

FINRA Fines Merrill Lynch $2,000,000 for TRACE and MSRB Reporting Failures

other

Multiple TRACE and MSRB reporting failures including inaccurate execution times and unreported allocations

$2,000,000 Read the record →

2024-09-30 /CRD 18476 /NY

FINRA Fines TD Securities $6,000,000 for Spoofing in U.S. Treasury Securities

other

Spoofing in U.S. Treasury securities; failure to establish supervisory system to detect spoofing

$6,000,000 Read the record →

2024-09-30 /CRD 6121819 /TX

FINRA Bars Juan Antonio Gauna for Failure to Provide Information Under Rule 9552(h)

barred

Barred for failure to provide information or keep information current pursuant to FINRA Rule 9552(h)

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2024-09-30 /CRD 4788074 /OK

FINRA Suspends David Jerry Love for Failure to Provide Information Under Rule 9552(d)

suspended

Suspended for failure to provide information or keep information current pursuant to FINRA Rule 9552(d)

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2024-09-30 /CRD 6602283 /TX

FINRA Suspends Colton Wade Jacob for Failure to Comply with Arbitration Award Under Rule 9554

suspended

Suspended for failure to comply with an arbitration award pursuant to FINRA Rule 9554

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2024-09-27 /CRD 42941 /MN

FINRA Fines The Oak Ridge Financial Services Group for Unfair Corporate Bond Pricing

other

Unfair pricing in corporate bond transactions; inadequate supervisory system for fair pricing compliance

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2024-09-27 /CRD 2581633 /IL

FINRA Bars Brian Scott Graham for Refusing Testimony in Unauthorized Withdrawal Investigation

barred

Refused to appear for on-the-record testimony requested by FINRA in connection with investigation into unauthorized ATM withdrawals from a customer account

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2024-09-27 /CRD 5004750 /TN

FINRA Bars Timothy Fleming Jefferson for Failure to Provide Information Under Rule 9552(h)

barred

Barred for failure to provide information or keep information current pursuant to FINRA Rule 9552(h)

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2024-09-27 /CRD 6639418 /IN

FINRA Suspends Sara Therese Jankowski for Failure to Provide Information Under Rule 9552(d)

suspended

Suspended for failure to provide information or keep information current pursuant to FINRA Rule 9552(d)

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