broker-dealer-fraud

fraud scheme · schemes · 1,271 documents · JSON bundle ↺ home

overview

documents
1,271
monetary total
$9.0B
unique defendants
20
entity mentions
184

EDGAR detection & validation

offering filings tied to an unregistered BD; filer/agent overlap (Form BD is CRD, non-EDGAR)

method
observation
EDGAR forms
Form D
recall 29%
precision 9%

form-presence validated on 87 positive vs 944 control filers.

High recall, low precision — these forms are filed by most companies; a filing-text content rule is needed to sharpen this signal.

example filers (CIK): 0000003570, 0000720672, 0001386095, 0001390777, 0001407268

filings per month · top parties

JFMAMJJASOND
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top defendants

namecases
CRIM9
Virtu Americas LLC6
Gregory T. Dean6
Donald J. Fowler6
Barbara Desiderio5
Goldman, Sachs & Co.5
Kirk Sperry5
Morgan Stanley & Co. Incorporated5
Virtu Financial Inc.5
William C. Gennity5
Nathanial D. Ponn5
Kimberly J. Carrella5
Ramiro Jose Sugranes4
UCB Financial Advisers, Inc.4
KIMBERLY J. CARRELLA4
Hector Perez4
Jonah Engler4
Jose O. Vianna, Jr.4
Creswell Equities, Inc.4
Jack Benjamin Grubman4

top entities

entitymentions
general appearance23
federal securities laws22
administrative proceeding22
Sanjay Wadhwa16
unregistered broker11
administrative proceedings10
unauthorized trading10
investor funds10
Municipal Securities Rulemaking Board9
commission staff9
registered representative9
gurbir s. grewal9
andrew j. ceresney8
merrill lynch8
antonia chion8

largest monetary amounts

caseamount
In re Aegis Capital Corporation$960.0M
In re KEVIN MCKENNA and ROBERT$960.0M
SEC Awards $22 Million to Two Whistleblowers$838.0M
Securities and Exchange Commission v. Scott P. Strochak$800.0M
In re National Trust and Fiduciary Services Company$794.0M
In re EDGX EXCHANGE$773.0M
SEC v. Labella et al., No. 1:05-cv-00854 (D.N.J. 2005), Complaint alleging that defendants orchestrated a fraudulent scheme to sell more than $16.8 million of unregistered Eagletech Communications, Inc. and Select Media Communications, Inc. stock through undisclosed kickbacks to brokers and salespeople.$754.0M
SEC v. WORLD TREE FINANCIAL, LLC, et al.$695.0M
In re RBC Capital Markets$626.8M
In re Jaime L. Durando$626.8M
Securities and Exchange Commission v. Alan B. Bond, et al.$600.0M
Securities and Exchange Commission v. Christopher D. Sargent, et al.$600.0M

documents (1,271, showing 200)

datetitleagency
In re Charles LloydSEC-PR
Press Release: SEC Charges A.G. Edwards With Failing to Supervise Brokers Who Engaged in Illegal Market TimingSEC-PR
2018 Summary Report of Commission Staff’s Examinations ofSEC-PR
Press Release: SEC Sanctions Broker-Dealer for Unsuitable 529 College Savings Plan Recommendations; 2006-092; Nov. 15, 2006SEC-PR
SEC v. Credit Suisse First Boston Corporation, No. 17327 (D.D.C.), LITIGATION RELEASE NOSEC-LR
SEC Obtains Final Judgment as to Former New York Registered Representative Charged with Misappropriating Customer FundsSEC-PR
SEC v. Eberhard, et al., No. LR-17969 (S.D.N.Y. Civ. 03 CV 813 (RJB)) — Complaint alleging securities fraud, looting of customer brokerage accounts, and material misrepresentations by Todd M. Eberhard and his affiliated companies, Park South Securities, LLC, Eberhard Investment Associates, Inc., and Stone House Capital Partners LP.SEC-LR
In the Matter of : Proceedings, Making FindingsSEC-PR
In re JOSEPH SIMONESEC-PR
Conforming Version (To Conform to Release Published in the Federal Register)SEC-PR
Press Release: SEC Charges 38 Defendants in Multi-Million Dollar Stock Loan ScamsSEC-PR
SEC v. Gary J. Gross, No. 20732 (S.D.N.Y. Sept. 22, 2008), USEC-LR
Report Concerning Examinations of Options Order Routing and ExecutionSEC-PR
Citigroup Pays $20 Million to Settle SEC Action Relating to Mutual Fund Sales PracticesSEC-PR
From Requirements in Rules 15c3-1 and 15c3-3 Under theSEC-PR
In re GARY MANFRESEC-PR
SEC Charges Six Former Officers of Putnam Fiduciary Trust Company with Defrauding Clients of $4 Million; 2006-2; Jan. 3, 2006SEC-PR
In re JOSEPH CARACCIOLOSEC-PR
In re National Trust and Fiduciary Services CompanySEC-PR
SEC v. David A. Zwick, Securities and Exchange Commission vSEC-LR
2026-04-15Amended Judgment Against Spartan Trading Company LLCSEC-LR
2026-04-10SEC v. CHRISTOPHER BONGIORNO, No. 61-3 (S.D.N.Y. Apr. 10, 2026), Judgment, llm-upgradeSEC-LR
2026-04-10Final Judgment As to Defendant Christopher Joseph BongiornoSEC-LR
2026-04-10SEC v. Bongiorno, No. 26526 (S.D.N.Y. Feb. 28, 2020), USEC-LR
2026-04-07In re Thrivent Investment ManagementSEC-PR
2026-04-07In re MUFG Securities EMEASEC-PR
2026-04-06DUNCAN C. SIMPSON LAGOY (Cal. Bar No. 298776)SEC-LR
2026-04-03Vincent J. Camarda, James E. McArthur, and A.G. Morgan Financial Advisors, LLCSEC-LR
2026-03-31Securities and Exchange Commission v. Fullenkamp et al., No. 1:26-cv-3407 (D.N.J. Mar. 31, 2026), alleged securities fraud by causing publicly traded companies to issue stock to a shell entity secretly controlled by Fullenkamp, resulting in $2.6 million in illicit proceedsSEC-LR
2026-03-30Amended Complaint For Violations Of Federal Securities LawsSEC-LR
2026-02-26SEC v. FERNANDO PASSOS (S.D.N.Y. Feb. 26, 2026), Judgment, llm-upgradeSEC-LR
2026-02-11Final Judgment Against Ice Fleet LLCSEC-LR
2026-01-27Securities and Exchange Commission v. Jaberian, No. 21-1445 (D. Minn. Jan. 26, 2026), ordered to be permanently enjoined from violating Sections 10(b) and 17(a) of the federal securities laws and prohibited from serving as an officer or director of any SEC-registered issuerSEC-LR
2026-01-16SEC v. MATTHEW M. MOTIL (S.D.N.Y. Jan. 16, 2026), Judgment, llm-upgradeSEC-LR
2025-12-03Final Judgment As To Virtu Financial Inc. And Virtu Americas LLCSEC-LR
2025-12-03SEC v. Virtu Financial INC and, No. 1:23-cv-8072 (S.D.N.Y. Dec. 3, 2025), Amended Complaint, llm-upgradeSEC-LR
2025-12-03Virtu Financial, Inc.; Virtu Americas LLCSEC-LR
2025-11-21Final Judgment As to Defendant Kevin l. Jefferson – Page 1SEC-LR
2025-11-18SEC v. Cyrus P. Naderi, No. 26418 (S.D.N.Y. Nov. 18, 2025), USEC-LR
2025-09-22SEC v. Aaron O’Brian Freeman, No. 7:25‑cv‑01514‑BO (E.D.N.C. Sep. 22, 2025), SEC alleged that Freeman conducted a fraudulent free‑riding scheme by depositing unfunded checks and using the resulting credit to purchase securities, causing broker‑dealers a net loss of at least $5,463.26.SEC-LR
2025-09-22Securities and Exchange Commission v. Aaron O'Brian Freeman, No. 7:25-cv-01514-BO (E.D.N.C. Sept. 19, 2025), alleged free-riding scheme involving fraudulent deposits and unauthorized trading totaling nearly $3.5 million, resulting in over $5,000 in net losses to broker-dealersSEC-LR
2025-09-12SEC v. ALLEN C. GILTMAN, No. 2:22-cv-00051-ES-JRA (S.D.N.Y. Sept. 12, 2025), Complaint, llm-upgradeSEC-LR
2025-09-10SEC v. Anthony J. Mastroianni, No. 26396 (S.D.N.Y. Aug. 17, 2022), USEC-LR
2025-08-12SEC v. Garrett W. Moretz, No. 26372 (S.D.N.Y. Aug. 12, 2025), USEC-LR
2025-08-12Order of Permanet Injunction and Other Relief As toSEC-LR
2025-07-03SEC v. Hernandez et al., No. 23 Civ. 8110 (E.D.N.Y. Jun. 30, 2025), ordered to pay and permanently enjoined from violating securities lawsSEC-LR
2025-05-30SEC v. Klyushin, No. 1:21-cv-12088-WGY (S.D.N.Y. May 30, 2025), Complaint, llm-upgradeSEC-LR
2025-05-07SEC v. LORAL L. LANGEMEIER and, No. 3-20597 (S.D.N.Y. May 7, 2025), Complaint, llm-upgradeSEC-LR
2025-02-13SEC v. Shapiro et al., No. 1:15-cv-07045 (S.D.N.Y. Sep. 8, 2015), the Commission alleged that the defendants made material false statements and omissions to customers in residential mortgage‑backed securities and manufactured‑housing asset‑backed securities trades at Nomura, generating over $7 million of concealed profits.SEC-LR
2025-02-05SEC v. JOSEPH M. LAURA (S.D.N.Y. Feb. 5, 2025), Complaint, llm-upgradeSEC-LR
2025-01-17SEC v. Arete Wealth Management LLC, No. 26228 (S.D.N.Y. Jan. 17, 2025), llm-upgradeSEC-LR
2025-01-17In re LPL Financial LLCSEC-PR
2025-01-17SEC v. Arete Wealth Management (S.D.N.Y. Jan. 17, 2025), Complaint, llm-upgradeSEC-LR
2025-01-14In re DANNY Z. SPIEGELSEC-PR
2025-01-13In re PJT Partners LPSEC-PR
2025-01-13SEC v. Santander US Capital Markets LLC, No. 3-22406 (Jan. 13, 2025), the SEC alleged that Santander US Capital Markets LLC failed to preserve off‑channel communications in violation of recordkeeping and supervision rules, and imposed remedial sanctions and a cease‑and‑desist order.SEC-PR
2025-01-13In re Robinhood Financial LLC andSEC-PR
2025-01-10In re LIQUIDNETSEC-PR
2025-01-01Two Robinhood Broker-Dealers to Pay $45 Million in Combined Penalties for Violating More Than 10 Separate Securities Law ProvisionsSEC-PR
2025-01-01SEC Charges Arete Wealth Broker-Dealer and Advisory Firms, Their Chief Compliance Officer, and Several Representatives in Connection With Illegal Securities OfferingSEC-PR
2025-01-01Alternative Trading Systems Operator Liquidnet Charged with Violations of Market Access Rule and for Failing to Protect Confidential Subscriber Trading InformationSEC-PR
2025-01-01SEC Charges LPL Financial with Anti-Money Laundering ViolationsSEC-PR
2025-01-01Twelve Firms to Pay More Than $63 Million Combined to Settle SEC’s Charges for Recordkeeping FailuresSEC-PR
2025-01-01SEC Charges BMO Capital Markets with Failing to Supervise Agency Bond DeskSEC-PR
2024-12-23SEC v. St. Julien et al., No. 26204 (E.D.N.Y. May 3, 2016), USEC-LR
2024-12-20In re DEUTSCHE BANKSEC-PR
2024-12-20SEC v. Wells Fargo Clearing Services, No. 3-22373 (Dec. 20, 2024), alleged that Wells Fargo Clearing Services failed to submit complete and accurate electronic blue sheet data, violating recordkeeping and reporting requirements under the Exchange Act.SEC-PR
2024-12-20In re LPL Financial LLCSEC-PR
2024-12-12SEC v. Chibuzo Augustine Onyeachonam et al., No. 2:24-cv-11026 (D.N.J. Dec. 12, 2024), The SEC alleged that the defendants impersonated securities brokers and investment advisers to defraud at least 28 investors of more than $2.9 million.SEC-LR
2024-12-10SEC v. Christopher Booth Kennedy, No. 26191 (S.D.N.Y. Dec. 10, 2024), USEC-LR
2024-11-22In re LIGHTSPEED FINANCIALSEC-PR
2024-11-22In re PAULSON INVESTMENTSEC-PR
2024-11-22In re Webull Financial LLCSEC-PR
2024-11-18SEC v. Auerbach et al., No. 26170 (E.D.N.Y. Oct. 4, 2019), USEC-LR
2024-10-16SEC v. Cabalar, No. 1:24‑cv‑07274 (E.D.N.Y. Oct. 16, 2024), alleged that the defendant recommended short‑term, high‑volume trading without a reasonable basis, misrepresented potential returns, and violated Regulation Best Interest, causing customers to lose over $1,000,000.SEC-LR
2024-10-16SEC v. Baris Cabalar, No. 26161 (E.D.N.Y. Oct. 16, 2024), USEC-LR
2024-10-02SEC v. RARI CAPITAL, No. 310214 (S.D.N.Y. Oct. 2, 2024), Judgment, llm-upgradeSEC-LR
2024-10-02SEC v. RARI CAPITAL, No. 310214 (S.D.N.Y. Oct. 2, 2024), Judgment, llm-upgradeSEC-LR
2024-10-02SEC v. RARI CAPITAL, No. 310214 (S.D.N.Y. Oct. 2, 2024), Judgment, llm-upgradeSEC-LR
2024-09-30SEC v. CHOICE ADVISORS, No. 18-CV-1530-WQH-JLB (S.D.N.Y. Sept. 30, 2024), Judgment, CHOICE ADVISORS, LLC, andSEC-LR
2024-09-30SEC v. Choice Advisors, No. 26142 (S.D.N.Y. Sept. 24, 2021), Judgment, llm-upgradeSEC-LR
2024-09-27SEC v. Robert M. Vance, No. 26139 (S.D.N.Y. Sept. 27, 2024), USEC-LR
2024-09-27United States Securities and Exchange Commission v. Vance, No. 1:24-cv-01150-BAM (E.D. Cal. Oct. 8, 2024), alleged that Robert M. Vance violated Regulation Best Interest by recommending high-risk, illiquid L Bonds to retail customers without reasonable diligence, despite disclosures indicating substantial risk and unsuitability for such investors.SEC-LR
2024-09-25In re Stilwell Value LLCSEC-PR
2024-09-25and-desist proceedings be, and hereby are, instituted pursuant to Section 21C of the SecuritiesSEC-PR
2024-09-24In re Canaccord Genuity LLCSEC-PR
2024-09-24In re Qatalyst Partners LPSEC-PR
2024-09-24In re StifelSEC-PR
2024-09-24In re Intesa Sanpaolo IMISEC-PR
2024-09-24In re Invesco DistributorsSEC-PR
2024-09-24In re Regions Securities LLCSEC-PR
2024-09-24In re Alpaca Securities LLCSEC-PR
2024-09-24In re CIBC World Markets Corp. andSEC-PR
2024-09-18SEC v. Prager Metis CPAs (S.D.N.Y. Sept. 18, 2024), Complaint, llm-upgradeSEC-LR
2024-09-17In re Pfm Financial Advisors LLCSEC-PR
2024-09-17In re CFX INC.SEC-PR
2024-09-17In re Acacia Financial GroupSEC-PR
2024-09-17In re Caine Mitter and Associates INCSEC-PR
2024-09-17In re NATIONALESEC-PR
2024-09-17In re PHOENIX ADVISORSSEC-PR
2024-09-17In re Dixon MitchellSEC-PR
2024-09-17In re MONTAGUE DeROSE & ASSOCIATESSEC-PR
2024-09-17In re KAUFMANSEC-PR
2024-09-17In re Zions Public FinanceSEC-PR
2024-09-09and-desist proceedings be, and hereby are, instituted pursuant to Section 21C of the SecuritiesSEC-PR
2024-09-09In re Smart for LifeSEC-PR
2024-08-14In re BNY Mellon SecuritiesSEC-PR
2024-08-14In re LPL Financial LLCSEC-PR
2024-08-14In re Cetera Advisor Networks LLCSEC-PR
2024-08-14In re Off-ChannelSEC-PR
2024-08-14In re Piper Sandler & Co.SEC-PR
2024-08-14In re Apex Clearing CorporationSEC-PR
2024-08-14SEC v. Wilson J. Rondini, No. 26077 (S.D.N.Y. Sept. 18, 2023), Complaint, llm-upgradeSEC-LR
2024-08-14In re Raymond James &SEC-PR
2024-08-14In re Ameriprise Financial ServicesSEC-PR
2024-08-14In re RBC Capital MarketsSEC-PR
2024-08-14In re Haitong InternationalSEC-PR
2024-08-14In re Hilltop Securities Inc.SEC-PR
2024-08-14In re Edward D. Jones & Co.SEC-PR
2024-08-14In re Cowen and CompanySEC-PR
2024-08-14In re Truist SecuritiesSEC-PR
2024-08-14In re Great Point CapitalSEC-PR
2024-08-12In re OTC Link LLCSEC-PR
2024-07-31SEC v. Western International Securities, No. 26065 (S.D.N.Y. Jul. 31, 2024), defs:bodySEC-LR
2024-07-29SEC v. GARRETT W. MORETZ, No. 5:24-cv-00171 (S.D.N.Y. Jul. 29, 2024), Complaint, llm-upgradeSEC-LR
2024-07-29SEC v. Garrett W. Moretz, No. 26061 (S.D.N.Y. Jul. 29, 2024), USEC-LR
2024-07-26In the Matter of the Claims for an AwardSEC-PR
2024-07-01Final Judgment As to Adrian j. Ka WubaSEC-LR
2024-06-20SEC v. Ross I Mclellan, No. 664900 (S.D.N.Y. Jun. 20, 2024), Complaint, llm-upgradeSEC-LR
2024-05-22SEC v. Ganesh H. Betanabhatla, No. 26009 (S.D.N.Y. May 22, 2024), USEC-LR
2024-05-14SEC v. St. Julien et al., No. 26006 (E.D.N.Y. May 14, 2024), USEC-LR
2024-05-13SEC v. Tyrone Johnny Lacy, No. 26004 (S.D.N.Y. May 13, 2024), USEC-LR
2024-05-01SEC v. Levin, No. 25991 (S.D.N.Y. May 1, 2024), USEC-LR
2024-04-29SEC v. Mario E. Rivero, No. 25986 (S.D.N.Y. Mar. 14, 2022), USEC-LR
2024-04-22SEC v. City of Rochester, No. 25981 (W.D.N.Y. Apr. 22, 2024), Judgment, llm-upgradeSEC-LR
2024-04-22SEC v. Choice Advisors, No. 25982 (S.D.N.Y. Sept. 23, 2021), Judgment, llm-upgradeSEC-LR
2024-04-22SEC v. CHOICE ADVISORS, No. 34-70462 (S.D.N.Y. Apr. 22, 2024), Judgment, defs:bodySEC-LR
2024-04-09SEC v. Mark Borden, No. 25971 (E.D.N.Y. Apr. 8, 2024), USEC-LR
2024-04-09SEC v. MARK BORDEN, No. 24-cv-2621 (S.D.N.Y. Apr. 9, 2024), Complaint, llm-upgradeSEC-LR
2024-04-04SEC v. EDUARDO HERNANDEZ (S.D.N.Y. Apr. 4, 2024), Complaint, llm-upgradeSEC-LR
2024-03-27Securities and Exchange Commission v. Cattlin et al., No. 21-CV-5294 (E.D.N.Y. Mar. 26, 2024), judgment entered granting default, ordering disgorgement of $107,140 plus prejudgment interest of $17,217.62, imposing civil penalties of $230,464, and enjoining Cattlin from future securities violations and participation in penny stock offerings or as a public company officer or directorSEC-LR
2024-03-06"UNRECOVERABLE: Timeout During Enrichment"SEC-PR
2024-02-09In re U.S. Bancorp InvestmentsSEC-PR
2024-02-06SEC v. JEFFREY AUERBACH (S.D.N.Y. Feb. 6, 2024), Complaint, llm-upgradeSEC-LR
2024-01-01Sixteen Firms to Pay More Than $81 Million Combined to Settle Charges for Widespread Recordkeeping FailuresSEC-PR
2024-01-01Twenty-Six Firms to Pay More Than $390 Million Combined to Settle SEC’s Charges for Widespread Recordkeeping FailuresSEC-PR
2024-01-01SEC Charges Morgan Stanley Smith Barney for Policy Deficiencies that Resulted in Failure to Prevent and Detect its Financial Advisors’ Theft of Investor FundsSEC-PR
2024-01-01SEC Charges 11 Institutional Investment Managers with Failing to Report Certain Securities HoldingsSEC-PR
2024-01-01JP Morgan Affiliates to Pay $151 Million to Resolve SEC Enforcement ActionsSEC-PR
2024-01-01SEC Charges OTC Link LLC with Failing to File Suspicious Activity ReportsSEC-PR
2024-01-01SEC Charges TIAA Subsidiary for Failing to Act in the Best Interest of Retail CustomersSEC-PR
2024-01-01SEC Charges Broker-Dealer First Horizon With Regulation Best Interest ViolationsSEC-PR
2024-01-01Eleven Firms to Pay More Than $88 Million Combined to Settle SEC’s Charges for Widespread Recordkeeping FailuresSEC-PR
2023-11-17SEC v. ALAN Z. APPELBAUM, No. 22-81115-CIV-CANNON (S.D.N.Y. Nov. 17, 2023), Judgment, llm-upgradeSEC-LR
2023-11-17SEC v. Alan Z. Appelbaum, No. 25895 (S.D.N.Y. Nov. 17, 2023), USEC-LR
2023-10-25SEC v. Julie Anne Darrah, No. 25885 (S.D.N.Y. Oct. 20, 2023), defs:bodySEC-LR
2023-10-251 DOUGLAS M. :MILLER (Cal. Bar No. 240398)SEC-LR
2023-09-28SEC v. Ronald E. Filoramo, No. 25864 (S.D.N.Y. Sept. 28, 2023), USEC-LR
2023-09-28SEC v. Michael Blumer, No. 25863 (E.D.N.Y. Sept. 28, 2023), USEC-LR
2023-09-28David Page, Steven Thompson, and : Ecf CaseSEC-LR
2023-09-25SEC v. DOUGLAS MACWRIGHT and (S.D.N.Y. Sept. 25, 2023), Complaint, llm-upgradeSEC-LR
2023-09-22Securities and Exchange Commission v. J.H. Darbie & Co., Inc., No. 1:22-cv-10482-JHR (S.D.N.Y. Sept. 13, 2023), ordered to pay a $125,000 civil penalty and retain an independent anti-money laundering compliance consultant for allegedly failing to file Suspicious Activity Reports for tens of billions of shares of penny stock transactionsSEC-LR
2023-09-22In re Goldman Sachs & Co. LLCSEC-PR
2023-09-22SEC v. J.H. DARBIE & CO.SEC-LR
2023-09-22In re CITADEL SECURITIESSEC-PR
2023-09-18SEC v. Rondini, No. 25831 (S.D.N.Y. Sept. 18, 2023), defs:bodySEC-LR
2023-09-18Wilson j. Rondini, Iii, ) Jury Trial DemandedSEC-LR
2023-09-14In re GlennCap LLC andSEC-PR
2023-09-12SEC v. Virtu Financial Inc. and Virtu Americas LLC, No. 25827 (S.D.N.Y. Sept. 12, 2023), Information, llm-upgradeSEC-LR
2023-09-12SEC v. Virtu Financial INC and, No. 1:23-cv-8072 (S.D.N.Y. Sept. 12, 2023), Amended Complaint, llm-upgradeSEC-LR
2023-09-05In re PRIME GROUPSEC-PR
2023-08-29In re Citigroup Global Markets Inc.SEC-PR
2023-08-29In re ARCHIPELAGO TRADINGSEC-PR
2023-08-28SEC v. Deyonte Jahtori Anthony, No. 25816 (S.D.N.Y. Aug. 25, 2023), USEC-LR
2023-08-28SEC v. Deyonte Jahtori Anthony, No. 457868 (S.D.N.Y. Aug. 28, 2023), Complaint, llm-upgradeSEC-LR
2023-08-08In re SG Americas SecuritiesSEC-PR
2023-08-08In re BNP Paribas SecuritiesSEC-PR
2023-08-08In re Wells Fargo SecuritiesSEC-PR
2023-08-08In re SMBC Nikko SecuritiesSEC-PR
2023-08-08In re Mizuho Securities USA LLCSEC-PR
2023-08-02SEC v. USTOCKTRADE LLC and, No. 1:23-cv-6756 (S.D.N.Y. Aug. 2, 2023), Complaint, llm-upgradeSEC-LR
2023-08-02SEC v. Ustocktrade LLC, No. 25799 (S.D.N.Y. Aug. 2, 2023), Complaint, llm-upgradeSEC-LR
2023-07-28SEC v. CLARICE SAW (S.D.N.Y. Jul. 28, 2023), Complaint, llm-upgradeSEC-LR
2023-07-28SEC v. Saw, S.D.N.Y. (Jul. 28, 2023), The SEC alleged that Saw defrauded a customer of approximately $2.4 million by misappropriating funds and liquidating securities without consent.SEC-LR
2023-07-13SEC v. Joseph Michael Todd, No. 5:23-cv-00431 (S.D.N.Y. Jul. 13, 2023), Complaint, llm-upgradeSEC-LR
2023-07-13SEC v. Joseph Michael Todd, No. 25777 (S.D.N.Y. Jul. 13, 2023), defs:bodySEC-LR
2023-07-11SEC Charges Merrill Lynch and Parent Company for Failing to File Suspicious Activity ReportsSEC-PR
2023-07-11In re Merrill LynchSEC-PR
2023-07-07SEC Charges Former Army Financial Counselor Who Defrauded Gold Star Family MembersSEC-PR
2023-07-07SEC v. CAZ L. CRAFFYSEC-PR
2023-07-07SEC v. CAZ L. CRAFFY, No. 23-CV-3 (S.D.N.Y. Jul. 7, 2023), Complaint, llm-upgradeSEC-LR
2023-07-06SEC v. EMPIRES CONSULTING, No. 22-21995-CIV-ALTONAGA (S.D.N.Y. Jul. 6, 2023), Complaint, llm-upgradeSEC-LR
2023-07-05SEC v. Spartan Trading Company, No. 25767 (S.D.N.Y. Jul. 5, 2023), Complaint, llm-upgradeSEC-LR
2023-06-30Securities and Exchange Commission v. Collins, et al., No. 4:23-cv-00676-O (N.D. Tex. Jun. 30, 2023), alleged that defendants orchestrated a fraudulent scheme to sell restricted shares of Global Resource Energy, Inc. to the public while concealing their control of the company and that one defendant acted as an unregistered broker.SEC-LR
2023-06-14SEC v. Thayer, No. 1:23-cv-00362 (S.D. Ohio Jun. 13, 2023), the Commission alleged that Thayer misappropriated approximately $1.3 million from a client through fraudulent account transfers, violating the Securities Act, Exchange Act, and Advisers Act.SEC-LR
2023-06-07Credit Suisse Entities to Pay $10 Million for Providing Prohibited Mutual Fund ServicesSEC-PR
2023-06-06SEC Seeks Emergency Relief to Ensure Binance.US Customers’ Assets are ProtectedSEC-PR
2023-05-30SEC v. Engler, No. 25738 (E.D.N.Y. May 30, 2023), defs:bodySEC-LR
2023-05-24SEC v. Eleazar Kauderer (S.D.N.Y. May 24, 2023), Complaint, llm-upgradeSEC-LR
2023-05-19SEC v. Daniel E. Levin, No. 25731 (S.D.N.Y. May 19, 2023), USEC-LR
pdf press release litigation release judgment complaint · SEC-PR SEC press releaseSEC-LR SEC litigation release