Organizations Filed Purposes:
REPRESENTATION OF THE SECURITIES TRANSFER INDUSTRY BEFORE REGULATORY AND LEGISLATIVE BODIES, AN ADVISORY AND EDUCATIONAL ROLE FOR THE BENEFIT OF ALL MEMBERS.
MEMBERSHIP MEETINGS - THE STA HOLDS 3 QUARTERLY MEETINGS AND AN ANNUAL CONFERENCE. THE OBJECTIVE OF THESE MEETINGS IS TO EDUCATE MEMBERS ON NEW REGULATIONS AND LAWS AFFECTING THE SECURITIES TRANSFER INDUSTRY, SUCH AS UNCLAIMED PROPERTY LAWS, CONSUMER PRIVACY LAWS, IRS RULE 2018-17, AND OTHER TRANSFER AGENT REGULATIONS.
WEBSITE - THE STA MAINTAINS A WEBSITE WHICH ITS MEMBERS CAN LOG INTO. ONCE LOGGED IN, MEMBERS CAN VIEW INFORMATIONAL AND EDUCATIONAL MATERIAL REGARDING THE SECURITIES TRANSFER INDUSTRY AS WELL AS NEWSLETTERS WHICH ARE INFORMATIONAL AND EDUCATIONAL IN PURPOSE AND DISCUSS NEW LAWS, REGULATIONS AND OTHER ISSUES AFFECTING THE SECURITIES TRANSFER INDUSTRY.
WEBINARS - THE STA PROVIDES TRAINING TO ITS MEMBERS BY MEANS OF INSTRUCTIONAL WEBINARS ON TOPICS OF INTEREST SUCH AS NEW LAWS AND REGULATIONS, AND ENCOURAGES MEMBERS FOR SUGGESTIONS.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
Name | Title | Hours Per Week | Total Salary |
Cynthia A Jones | FORMER EXECUTIVE DIRECTOR | 32 | $170,829 |
Melissa J Cabocel | EXECUTIVE DIRECTOR | 40 | $0 |
Kevin J Ruebenstahl | Director | 1 | $0 |
Lara Donaldson | Director | 1 | $0 |
Michael Nespoli | ASSIST. SECR. | 1 | $0 |
Kara Kennedy | Director | 1 | $0 |
Peter J Duggan | Vice President | 2.5 | $0 |
Steven G Nelson | Secretary | 2 | $0 |
Charles S Hawkins | Treasurer | 2 | $0 |
Todd J May | President | 3 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202010159349300096_public.xml