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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-19 |
| FL | RA | APPROVED | 2017-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 12/2011 | Present |
| Bank Of America, N.A. | Coral Gables | FL | 09/2023 | Present |
I*: 1895300 Entity Type: HOA, Co-op, Freehold Name of OBA: GRANADA GRAND CONDOMINIUM ASSOCIATION, INC. - Address: Coral Gables, FL Investment Related: No Position, Title, Association: Board Member, Other Employee Start Date: 12/01/2024 Number of Hours: 8 hrs mthly Number of Hours during trading: 0 Duties: Secretary Maintaining all association records, creating meeting agendas, taking minutes during meetings, distributing meeting minutes, managing membership lists, and ensuring all documents comply with state laws and regulations; essentially acting as the record-keeping officer for the association. Maintaining an updated list of all condo unit owners within the association. Ensuring that all association records and documentation adhere to relevant state laws and regulations. Maintaining accurate and organized records of association documents. Preparing and distributing meeting minutes to all board members and relevant parties after each meeting. Preparing meeting agendas, distributing them to board members, taking detailed minutes during meetings, and ensuring proper documentation of motions and votes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-21 |
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