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A community bank is a commercial bank that derives funds from and lends to the community where it operates, and is not affiliated with a multi-bank holding company.



A private company is a firm held under private ownership. Shares of private companies do not trade on public exchanges and are not issued through an initial public offering (IPO).



Regulation A+ is an alternative to a traditional IPO, which makes it easier for smaller, early stage companies to access capital. Regulation A is an exemption from registration requirements – instituted by the Securities Act- that an issuer can file for.



We work with other Transfer Agents for easy account transitions. We also buy Transfer Agents. Click here for more information on the process of account transitions, white labeling and compliance consulting.