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Spring Break for Wall Street Dinner Conference March 2011: ClearTrust supports LDV Capital Management and the South Florida Stock and Bond Club as they organize the 3rd Annual Spring Break for Wall Street Conference. Click here to participate! |
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Moving on Up
March 2011: We moved to a new office! Come visit us at 16540 Pointe Village Drive in Lutz, Florida. |
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In the News January 2011:
ClearTrust
founder Kara Kennedy writes an article for the Securities Transfer
Association quarterly publishing about new FINRA regulations. Check it out here. |
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Cost Basis Goes Live January 2011: Cost basis reporting is effective! All issuers, shareholders, transfer agents, and brokers are affected by this new regulation. Dig deeper here.
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In the News October 2010: ClearTrust
founder Kara Kennedy writes an article for the Securities Transfer Association quarterly publishing about Rule 17Ad-16. Check it out here. |
Sunshine on Wall Street Biotechnology Dinner Conference
October 2010: ClearTrust
is sponsoring a very special exposure tool for attendees. Sign up to take advantage of this valuable opportunity! October 12-14 in Deerfield Beach, Florida.
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Happy Anniversary! June 2010: ClearTrust celebrates our first year. Stay tuned for news about our upcoming anniversary event!
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Boutique Transfer Agent Makes a Splash April 2010: Read all about it here.
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Strategic Partnership with Heritage Corporate Services, Inc. April 2010: ClearTrust teams up with Heritage Corporate Services to offer our clients extensive investor relations services. Contact Jeffrey Staller at jeffrey@heritagecorporateservices.com.
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Spring Break for Wall Street Conference March 2010: ClearTrust takes part in a successful value and equity conference in Ft. Lauderdale, Florida. Check us out! |
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EDGAR Services Now Available |
| January 2010: We are proud to announce that EDGAR services are now available! Guaranteed lowest rates and timely filing. |
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Meals on Wheels Sponsor
December 2009: ClearTrust becomes a corporate sponsor of Meals on Wheels of Tampa Bay. We adopted a local route to deliver hot meals to home-bound residents once a week. |
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Newsletter Launched
September 2009: Our monthly newsletter, ClearConnected is now up and running. ClearConnected is designed for issuers, shareholders, and industry professionals to gain real insight into the securities industry. |
New Office
August 2009: Welcome home! ClearTrust moves into our new office located just north of Tampa. Come visit us at 17961 Hunting Bow Circle in Lutz, Florida. |
