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Items Needed to Operate
Under a Trade Name

(does not include all items needed to issue license)

Letter of Intent - submit documents using the Licensee Portal               

Consent to Examine Trust Account OR Commission Approved Trust Account Waiver

Designated Broker Education Requirement - if supervising other licensees

Trade Name Filing - Link to Secretary of State Forms

Affidavit of Publication - submit documents using the Licensee Portal     

Survey (if other field & have employees)  Download

Return to License Issuance or Business Options for Self-Employed Brokers.