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The onetime CFP pleaded guilty to violating his parole after previously avoiding prison time through a plea deal in 2018.

Steven Pinksy is a principal at Top 100 Firm UHY Advisors, with more than 20 years of consulting experience in guiding both private and public sector companies through transition periods. He has worked with a variety of industries on everything from strategic planning to process improvements to M&A due diligence and integration, and specializes in middle-market companies, especially those who are fast-growing or looking to improve operations preceding a potential exit.

The new Paycheck Protection Program rules, which created a review process and timeline for paying lenders, did not extend the time borrowers have to comply or increase how much money can be spent nonpayroll expenses.

Prateek Vijayvergia leads the technology team at Xceedance and spearheads large-scale transformation programs across insurance functions such as underwriting, catastrophe modeling, policy service, and claims for re/insurers worldwide. He brings more than 16 years of proven property/casualty insurance domain experience in managing enterprise technology, data science, automation and insurtech initiatives.

With specialization in advancing strategic technology-driven initiatives for insurance industry participants, Prateek has successfully delivered numerous projects, including new business launch, customer-centric platform design, post-merger and separation IT consolidation, legacy platform overhaul, and geo-specific regulatory compliance. Prior to Xceedance, Prateek worked at organizations such as IBM, RBS, and Syntel, and was responsible for the design and delivery of major digital transformation programs.

Firms founded by Jason Wenk allegedly failed to oversee a former advisor accused of investing clients in unregistered securities.

Charles Marshall is a tax software consultant at Wolters Kluwer.

Total assets held by the central bank rose to a record $7.04 trillion in the week through May 20.

Jimmy O’Reilly is a senior associate at Novarica. Prior to joining the firm, Jimmy worked in financial planning and wealth management. He has a BA in Economics and a Creative Writing Certificate from Wesleyan University. He can be reached directly at joreilly@novarica.com.

Paul Legutko is Vice President of Digital Marketing and Analytics at Novarica. Paul has 20 years of experience in research and analysis, specializing in designing and applying analytical solutions to a wide range of data sets and problems. After nine years in digital analytics consulting, Paul spent five years as a senior manager at Ernst & Young, focused on activating customer data within marketing and business strategy contexts. Prior to joining Novarica, Paul led Business Intelligence at Hill Holliday. Paul holds a PhD from the University of Michigan and a BA from Harvard University. He can be reached directly at plegutko@novarica.com.

Patrick Campos is chief strategy officer at Securrency.