Ownership records are the transfer-agent job

Official ownership records, transfers, and electronic certificates. Administrative. Not a broker-dealer license.

Records · not a license Fund admin · not an RIA Intermediary · partner BD Private graph · roadmap Hire not required · 2023–2027

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Job · transfer agent

Ownership records are the transfer-agent job

Official ownership records, transfers, and electronic certificates. Administrative. Not a broker-dealer license.

The transfer-agent job is the official ownership record: who holds, what class, which certificate. Transfers, cancel and reissue, and legends hang off the same company. That is administrative recordkeeping — not a FINRA broker-dealer and not a lending desk. Holdings does not hold a broker-dealer membership.

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