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Articles Posted in Consolidated Reports

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FINRA Fines Triad Advisors and Securities America for Failure to Supervise Issuance of Consolidated Reports

On March 12, 2014, the Financial Industry Regulatory Authority (FINRA) announced that it sanctioned and fined Triad Advisors and Securities America, $650,000 and $625,000, respectively, for failing to supervise the use of consolidated reporting systems, after brokers from the firms inaccurately represented the value of some customer holdings, often inflating…

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