Tag Archives: Rule 7(a)

The SEC is Serious About Protecting a Customer’s Confidential Information

On April 7, 2011, for the first time, the Securities and Exchange Commission (SEC) announced fines assessed against three former executives of GunnAllen Financial, Inc. (GunnAllen), a broker-dealer based in Tampa.  Without admitting or denying the SEC’s findings, the three former executives, including a former president, former national sales manager, and former chief compliance officer, … Continue reading