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Broker records

2,290 records on file, newest first

2024-06-25 /CRD 2024-06-25 /5000

Katelyn Rae Cordido Reese Suspended 16 Months for Paying Customer Insurance Premiums to Generate Commissions

suspended

Cordido Reese Katelyn Rae,

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2024-06-24 /CRD 2024-06-24 /65509

Austin Richard Dutton Jr. Barred and Ordered to Disgorge $65,509 for Unsuitable Alternative Investments

barred

Dutton Jr. Austin Richard,

$65,509 Read the record →

2024-06-24 /CRD 2024-06-24

Bryan Noonan Barred for Refusing to Cooperate with Investigation into Undisclosed Activities

barred

Noonan Bryan,

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2024-06-24 /CRD 2024-06-24

Thomas Reyes Barred for Refusing to Testify About Undisclosed Annuity Sales

barred

Reyes Thomas,

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2024-06-24 /CRD 2024-06-24 /5000

Steve Allen Moise Suspended for Excessive Trading Violating Regulation Best Interest

suspended

Moise Steve Allen,

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2024-06-21 /CRD 13092 /CA

Mutual Securities Fined for Settlement Agreements That Could Impede Regulatory Investigations

fined

Impermissible confidentiality provisions in settlement agreements

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2024-06-21 /CRD 1254 /OR

Steward Partners Fined $225,000 After Senior Customer Lost $332,000 to ACH Fraud

fined

Failed to supervise externally initiated ACH transfers

$225,000 Read the record →

2024-06-20 /CRD 2024-06-20 /50000

Devin Lamarr Wicker Barred and Ordered to Pay $50,000 Restitution for Converting Customer Funds

barred

Wicker Devin Lamarr,

$50,000 Read the record →

2024-06-20 /CRD 2024-06-20

Michael Richard Rosalia Charged with Refusing to Testify About Alleged Excessive Trading

other

Rosalia Michael Richard,

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2024-06-18 /CRD 139148 /NY

Kepler Capital Markets Fined $475,000 for Overstating Trade Volume Data

fined

Overstated trade volume data

$475,000 Read the record →

2024-06-14 /CRD 2024-06-14

Amber Rose Lewis Barred for Fabricating Exam Results and Providing False Information to FINRA

barred

Lewis Amber Rose,

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2024-06-13 /CRD 2024-06-13

Collins Bhola Barred for Refusing to Provide On-the-Record Testimony

barred

Bhola Collins,

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