The Principals

Salli A. Marinov, M.Ed. – President/Chief Executive Officer

Salli brings to First American extensive experience in the securities industry that spans more than 30 years and many different environments ranging from cage accounting to retail brokerage, to wholesale inventory trading, to starting her own school offering tutoring and assistance to new brokers preparing to take their Series 6 and 7 licensing exams. In 2004, she came onboard at First American and, with her enthusiasm and expertise, has exponentially grown the company to its current size.

Salli also brings a well-rounded set of skills acquired in time she spent away from the securities industry. Starting in the mid-80’s, Ms Marinov entered the U.S. Navy and was stationed in both Hawaii and Spain. Upon leaving the military, she became an addictions counselor, offering guidance, writing curriculum and teaching life skills to felony probationers in Maricopa County. Later, as a probation officer with Maricopa County Superior Court she acted as a liaison between the individual and the Court system. Throughout her employment in the government sector she acquired a first-hand understanding of the need for compliance while never quite losing her entrepreneurial ability to think “outside the box”.

In 1999, Ms. Marinov received her Master’s Degree graduating with honors from Northern Arizona University. She serves on the Board of the Securities Transfer Association, Chairs the Small Transfer Agent Committee, and is a member of the Society of Corporate Secretaries and Governance Professionals, the Shareholder Services Association and the National Investor Relations Institute. She continues to love to teach, provides training to smaller transfer agencies nationwide and has just finished her first textbook offering basic skills in written form to smaller agencies as well as newer employees of larger agencies. She is also an advocate for smaller cap companies wanting to trade in the public market and the managing member for MNS Presentations Group, LLC, an educational resources organization.

John Lorenzen – Senior Vice President

John has lived in the Phoenix area for over 50 years. He received his Bachelor of Science in accounting from Arizona State University and is a graduate of Pacific Coast Banking School at the University of Washington. He is certified by the Institute of Certified Bankers as a corporate trust specialist and was previously employed for over 32 years by the Bank of America (and its predecessors, Security Pacific Bank and Arizona Bank) in the trust marketing, administration and management departments. He currently holds a membership in CTA, an organization for corporate transfer agents that provides nationwide networking.

Barry Widelitz – Vice President, Director of Operations

Barry recently relocated to Arizona from New York with 28 years of securities industry experience. He held positions at an officer level at JP Morgan, UBS and Lehman Brothers. His responsibilities encompassed financial and operational procedures including eligibility, execution and settlement. In his most recent position at The Depository Trust Company, Barry was responsible for the day-to-day operation of the underwriting eligibility process. Barry attained a BS Degree from Brooklyn College in New York. He is also a graduate of the Securities Industry Association Executive Program at the Wharton School of Business. While in the brokerage environment, Barry held Series 7 and 63 licenses. In addition, he possesses a Six Sigma Green Belt for process improvement.



Corporate/Issuer Services

Internet Access & Records Access
Annual Meeting & Proxy Support
Proxy Planning Calendar
Corporate Action Processing
Issuer Online Forms
Cost Basis Support
Educational Resources:

Glossary
Order Book

Investor/Shareholder Services

How do I transfer shares?
How do I remove Rule 144 restrictions?
Shareholder Online Forms

Accessing my Individual Account Info

Changing My Address
Voting My Proxy
Printing a Statement

I lost my certificate.

How do I get it replaced? 



Consultation and Guidance

Application for CUSIP Number
15c-211 Application to FINRA
S-1 Registration Statement
Submission for DTC & FAST Eligibility
Listed and Non-listed Markets
Healing Shell Companies



Products

Edgar Filings
Educational Resources:

Glossary
Order Book

Awards & Recognition

Salli Marinov - Stock Transfer Agent of the Month


Financial Industry Articles
and Issues

Securities Clearing Firms
Power to the People
Naked Short Selling
Archived Stock Articles



Internal Links

Newsletter
Sitemap
Related Sites


External Links

News
Calculate Adjusted Cost Basis
BRL Law Group
Rule 144 Letters
Attorney William Aul
Director's Desk