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2024-08-20 /CRD 134 /NY

FINRA Fines Cantor Fitzgerald $100,000 and Orders Restitution for Best Execution Failures in OTC Securities

other

Failure to provide best execution for OTC securities orders; unreasonably narrow best execution review parameters; technical failures in supervisory exception reports

$100,000 Read the record →

2024-08-20 /CRD 1982814 /Idaho

Gregory Alan Corrie Barred by FINRA for Refusing to Cooperate with Investigation

barred

Refusal to produce information and documents requested by FINRA; terminated for excessive use of Unit Investment Trust products; firm made remediation payments related to trading activity

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2024-08-20 /CRD 5141716 /New York

FINRA Suspends Salvatore Rosario Tringali for Falsely Certifying Completion of Continuing Education

suspended

Falsely certifying completion of continuing education; another person completed required continuing education on his behalf

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2024-08-20 /CRD 6923343 /IN

Jessica Lynn Cottee Barred by FINRA Under Rule 9552(h) for Failure to Provide Information

barred

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

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2024-08-20 /CRD 6997755 /NY

Vanessa Oliveira Hendrickson Barred by FINRA Under Rule 9552(h) for Failure to Provide Information

barred

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

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2024-08-19 /CRD 7521305 /CA

Fanar Fawaz Almosleh Barred by FINRA Under Rule 9552(h) for Failure to Provide Information

barred

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

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2024-08-19 /CRD 6088898 /NY

Samuel Girgiss Barred by FINRA Under Rule 9552(h) for Failure to Provide Information

barred

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

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2024-08-19 /CRD 4049732 /CA

Henry Chia-How Chang Suspended by FINRA Under Rule 9554 for Failure to Comply with Arbitration Award

suspended

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

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2024-08-16 /CRD 29337 /PA

FINRA Fines SAL Equity Trading $75,000 for Inaccurate TRACE Reporting

other

Inaccurate TRACE reporting by failing to include the No Remuneration (NR) indicator; failure to establish supervisory system for TRACE reporting compliance

$75,000 Read the record →

2024-08-16 /CRD 5976029 /Pennsylvania

Christopher Reynolds Barred by FINRA for Forging Customer Signatures and Regulation Best Interest Violations

barred

Forging customer signatures causing inaccurate books and records; willful violation of Regulation Best Interest on annuity transactions causing over $32000 in surrender fees; failure to retain business communications by using personal devices

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2024-08-16 /CRD 1957501 /IL

Helen Grace Caldwell Suspended by FINRA Under Rule 9554 for Failure to Comply with Arbitration Award

suspended

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

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2024-08-15 /CRD 18487 /NY

FINRA Fines American Portfolios Financial Services $225,000 for Anti-Money Laundering and Supervisory Failures

other

Failure to implement a reasonably designed AML compliance program for low-priced securities; failure to investigate suspicious deposit-liquidate-withdraw patterns; failure to establish supervisory system for compliance with Section 5 of the Securities Act

$225,000 Read the record →