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2,290 records on file, newest first

2024-09-16 /CRD 3072489 /NY

FINRA Suspends Michael Joseph Russo 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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2024-09-13 /CRD 6516 /FL

FINRA Fines Securities Research Inc. of Florida for Mutual Fund Switching Supervision Failures

other

Failure to supervise short-term mutual fund switching; failure to apply sales charge waivers

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2024-09-13 /CRD 5288651 /CA

Richard Randy Mireles Suspended by FINRA for Supervisory Failures in Excessive Trading

suspended

Failure to supervise and respond to red flags of excessive trading in customer accounts

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2024-09-13 /CRD 7097968 /CO

Christina Skipper Suspended by FINRA for Fabricating Email to Conceal Missed Deadline

suspended

Fabricating email to conceal missed customer redemption deadline

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2024-09-13 /CRD 7475634 /IL

FINRA Suspends Luis Quintanar Castanon 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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2024-09-12 /CRD 19616 /MO

FINRA Fines Wells Fargo Clearing Services for Failure to Supervise Unsuitable Short-Term Trading

other

Failure to supervise representative's unsuitable short-term trading of syndicate products

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2024-09-12 /CRD 4951340 /NY

FINRA Suspends Helen Thomasine Andrews 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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2024-09-11 /CRD 1768525 /TX

FINRA Bars Tracy Marie Longstreet for Refusing to Cooperate with Investigation

barred

Refused to provide documents and information requested by FINRA in investigation into improper changes to IRA beneficiaries

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2024-09-11 /CRD 6674954 /NJ

FINRA Bars John A. Perez-Cubero for Ceasing Cooperation with Investigation

barred

Refused to produce information and documents requested by FINRA in investigation into unauthorized disbursement from customer accounts

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2024-09-11 /CRD 2774915 /NY

Christopher Charles Mancini Suspended by FINRA for Continuing Education Fraud

suspended

False certification of continuing education completion

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2024-09-11 /CRD 7742375 /FL

Giovanni Perez Suspended by FINRA for Failing to Disclose Felony Charge

suspended

Willful failure to disclose felony charge on Form U4

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2024-09-10 /CRD 4435995 /FL

Justin Y. Gerow Suspended by FINRA for Forging Customer Signatures on Transfer Forms

suspended

Forging customer signatures on representative of record change forms without permission

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