Transfer Agents


ClearTrust founder Kara Kennedy is an active member of the Securities Transfer Association and has extensive experience consulting for other transfer agents. For assistance with starting your own agency, policies and procedures, industry best practices, and training, contact Kara Kennedy at

Account Transitions

First and foremost, thank you for helping ensure a smooth account transition from one agency to another. Our promise to you is that you will always be treated with respect and courtesy during this process. Likewise, your professionalism and prompt responses are truly appreciated.

For incoming accounts: Please send shareholder and certificate lists in Excel format to Send physical records to our delivery address at 16540 Pointe Village Drive, Suite 210, Lutz, Florida 33558.

For outgoing accounts: Upon receipt of final payment, we will deliver all books and records promptly to your address of record.

CALL TODAY: 813-235-4490

Helpful link: Compliance with Rule 17Ad-16

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Registered with the Securities & Exchange Commission | Active Member of the Securities Transfer Association
SOC 1 (SAS70) Audited Organization | Active Member of Society of Corporate Secretaries and Governance Professionals
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