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2024-09-27 /CRD 5332847 /NJ

FINRA Suspends James Uriel Marrero 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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2024-09-26 /CRD 6354296 /CA

Harshavardhan Reddy Pakhal Suspended by FINRA for Undisclosed Outside Employment

suspended

Undisclosed outside employment receiving over $607,000 in compensation and false compliance certifications

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2024-09-24 /CRD 46173 /NY

FINRA Fines Park Avenue Securities for Mutual Fund Share Class Supervision Failures

other

Failure to supervise mutual fund share class recommendations to retirement plan customers

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2024-09-23 /CRD 283942 /NY

FINRA Fines BofA Securities $60,000 for Untimely Form U4 Amendments

other

Failure to timely file Form U4 amendments for OBAs and address changes

$60,000 Read the record →

2024-09-23 /CRD 7691 /NY

FINRA Fines Merrill Lynch $215,000 for Untimely Form U4 Amendments

other

Failure to timely file Form U4 amendments for OBAs and address changes

$215,000 Read the record →

2024-09-23 /CRD 7717 /CA

FINRA Fines Independent Financial Group $500,000 for Excessive Trading Supervision Failures

other

Failure to supervise excessive trading; failure to respond to FINRA requests

$500,000 Read the record →

2024-09-23 /CRD 107403 /NY

FINRA Sanctions SpeedTrader Inc. for Best Execution, AML, and Disclosure Failures

other

Best execution failures; AML deficiencies; false Form CRS disclosure; Rule 606 violations

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2024-09-23 /CRD 2693672 /NY

FINRA Bars Wilfredo Felix Jr. for Failing to Respond to Rule 8210 Requests

barred

Failed to respond to multiple FINRA Rule 8210 requests for firm general ledger and annual audited report

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2024-09-23 /CRD 7809362 /NC

FINRA Bars Jessica Lynn Pinkard for Refusing to Cooperate with Investigation

barred

Refused to provide documents, information, and testimony requested by FINRA in investigation into falsifying a customer signature on a wire agreement and facilitating cash exchanges

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2024-09-23 /CRD 6368188 /NJ

FINRA Decision Under Appeal: Jose Luis Centeno Facing Sanctions for Falsifying Exception Report Reviews

other

Falsifying firm records by marking exception reports for suspicious trading activity as reviewed when they were not

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2024-09-23 /CRD 74758 /UT

FINRA Suspends James Fredrick Easter 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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2024-09-23 /CRD 6229377 /OK

FINRA Suspends Janelle Kay English 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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