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2,290 records on file, newest first

2024-09-17 /CRD 3123249 /NY

FINRA Bars Stephen James Sullivan for Failing to Cooperate with Churning Investigation

barred

Failed to provide testimony, information, and documents requested by FINRA in connection with investigation into potential churning and excessive trading

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2024-09-17 /CRD 6779701 /FL

FINRA Bars Barak Rebibo 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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2024-09-16 /CRD 41970 /NC

FINRA Fines Carolina Financial Securities for Contingency Offering Violations

other

Willful violation of Exchange Act Rule 10b-9; failure to terminate contingency offering upon material change

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2024-09-16 /CRD 104343 /CO

FINRA Fines Colorado Financial Service Corporation for AML Surveillance Deficiencies

other

AML procedures not reasonably designed to detect suspicious transactions including prearranged trading

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2024-09-16 /CRD 7560 /NJ

FINRA Fines Pershing LLC for Trade Reporting Failures in Municipal and TRACE Securities

other

Failure to report NTBC and NR indicators for municipal and TRACE-eligible securities transactions

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2024-09-16 /CRD 4237020 /GA

FINRA Bars Tamarah Daniel Taylor for Misrepresentations and Fabricating Documents

barred

Made misrepresentations regarding broker-dealer registration status and fabricated regulatory documents

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2024-09-16 /CRD 5624212 /NY

Albert Mosseri Suspended by FINRA for Continuing Education Fraud

suspended

False certification of continuing education completion

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2024-09-16 /CRD 6274243 /FL

Monique Russell Suspended by FINRA for Continuing Education Fraud

suspended

False certification of continuing education completion

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2024-09-16 /CRD 5523793 /CA

Rocio Tapia Suspended by FINRA for CFP Exam Misconduct

suspended

Soliciting and receiving CFP exam content in violation of testing rules

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2024-09-16 /CRD 1975407 /IL

Robert Kennedy Thompson Suspended by FINRA for Undisclosed Outside Business Activity

suspended

Engaging in outside business activity after firm denied approval

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2024-09-16 /CRD 4974726 /DC

FINRA Bars Courtney Smith 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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2024-09-16 /CRD 6722271 /FL

FINRA Suspends Juan Manuel Bernal Gomez 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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