Securities and Business Investments Division
2020 Administrative Orders and Settlements

Important Note: Securities Conditional Registrations are not listed on this page. For information on conditional registrations, please visit the department’s Verify a License page.


ARO Equity, LLC - January 9 - April 17 - May 14
Renison, Thomas David - January 9
Renison, Thomas James - January 9

Bankers Life and Casualty Company - April 29

Boomerang Capital, LLC - September 17

Booth, James Thomas - February 14 - April 2- June 18
Insurance Trends, Inc. - February 14 - April 2- June 18

Crowe, Edward Kenneth - October 13

ERG Securities (US) LLC - May 21

Financial Vision Advisory Services, LLC - December 9

Great Heritage Investments, LLC - April 27
Messier, George Henry

Hafen, Herbert H. a/k/a Hafen, Elias - February 11 - July 8 - August 17

Hansbury Group, LLC (The) - November 16

Hoyos-Farfan, Monica - June 24

Janney Montgomery Scott, LLC - October 21

Johnson, Glenn Bradford - May 29
Savona, Annmarie Lucy
Jabez Financial, LLC

Lawrence Insurance - 5, LLC - August 21
Grochmal, Joseph Lawrence, Jr.

Lynch, John J. - August 6

Merrill Lynch, Pierce, Fenner & Smith Incorporated - June 23

Monitor Capital, LLC - July 20

Native American Energy Group, Inc. - January 28 - February 26 - March 13
D'Arrigo, Joseph Gatano - January 28 - June 3 - June 4
Nanvaan, Raj S. f/k/a Tejbir Singh - January 28 - February 26 - March 13
Bautista, J.R. Jr. - January 28 - September 10

North American Drilling Corporation - February 7
Brown Well 1 Joint Venture
Brown Well 1A Joint Venture
Brazelton Well 2A Joint Venture
Koonce, Larry Michael

NYPPEX, LLC - February 21
Allen, Laurence Geoffrey

P-Square Investments LLC - May 29
d/b/a P-Squared Capital Management

Quint Wealth Management, Inc. - October 7

Schupp & Grochmal, LLC - August 21
SG Insurance Investment Fund, LLC
SG Insurance & Technology Investment Fund, LLC
Schupp, David Alexander

Solace Investments, LLC - June 25 - September 2 - September 4
Muzzi, Rafael Alves 
- June 25 - September 2 - September 4

Solium Financial Services LLC - February 21

TPEG Securities, LLC - June 8

Verespy, Erin Lynn - June 25

Westphalen, Adam - July 27
Mosaic Financial Strategies LLC

Wilmington Capital Securities, LLC - August 25


Other Years:  2023  |  2022  |  2021  |  2019  |  2018  |  2017  |  2016  |  2015  |  2014 

For more information on a particular administrative order or settlement, you may contact the department via email or by calling (860) 240-8170