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2024-09-04 /CRD 1783191 /KS

Glenn Edwin Bridwell Jr. Suspended by FINRA for Unauthorized Discretion

suspended

Exercising discretionary power without prior written customer authorization

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2024-09-03 /CRD 3145183 /NY

Christopher Frank Deo Suspended by FINRA for Continuing Education Fraud

suspended

False certification of continuing education completion

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2024-09-03 /CRD 1180997 /FL

Roger Philip Turcotte Suspended by FINRA for Mismarking Trade Tickets

suspended

Mismarking solicited trades as unsolicited and causing inaccurate books and records

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2024-09-03 /CRD 322261 /WA

FINRA Suspends Airlink Markets LLC for Failure to Provide Information Under Rule 9552

suspended

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

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2024-09-03 /CRD 292218 /GA

FINRA Suspends EnrichHer Funding LLC for Failure to Provide Information Under Rule 9552

suspended

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

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2024-09-03 /CRD 3798 /MA

FINRA Suspends Wood (Arthur W.) Company Inc. for Failure to Provide Information Under Rule 9552 (September 3 2024)

suspended

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

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2024-09-03 /CRD 1557229 /NY

FINRA Suspends Michael Frank Paesano 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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2024-09-03 /CRD 4857906 /CA

FINRA Suspends Amy Nuttall Zwaan 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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2024-08-30 /CRD 299606 /UT

FINRA Fines Brex Treasury $900,000 for Anti-Money Laundering and Customer Identification Failures

other

Failure to maintain reasonably designed AML program for customer identification and beneficial ownership verification; approval of hundreds of potentially fraudulent accounts; failure to file Suspicious Activity Reports (SARs)

$900,000 Read the record →

2024-08-30 /CRD 2061869 /New Jersey

FINRA Suspends David Nathan Slater for Sharing Approximately $500,000 in Commissions with Unregistered Person

suspended

Sharing approximately $500,000 in commissions from securities transactions with an unregistered person; unregistered person participated in securities recommendations

$500,000 Read the record →

2024-08-29 /CRD 126867 /NC

FINRA Fines Place Trade Financial $10,000 for Exaggerated and Misleading Website Statements

other

Making exaggerated, unwarranted, promissory, and misleading statements on firm website; failure to remediate issues after FINRA warning for approximately three years

$10,000 Read the record →

2024-08-29 /CRD 705 /FL

FINRA Fines Raymond James & Associates $525,000 and Orders Restitution for Supervisory Failures in Customer Complaint Reporting and Mutual Fund Oversight

other

Failure to supervise customer complaint reporting via FINRA Rule 4530 and Form U4/U5 amendments; failure to supervise 4.7 million mutual fund purchases due to data filter error resulting in excessive sales charges

$525,000 Read the record →