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Teresa L. Meisner

Paralegal | Email

Holland

t. +1.616.396.3216

f. +1.616.494.3516

Biography

Teresa Meisner provides paralegal support to the Business and Corporate Services and Real Estate Services groups, primarily in the Holland office.

Industries

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Education

  • Grand Valley State University

Honors & Awards

Experience

Business and Corporate Services:  

  • Provides assistance with business entity formation and maintenance both in and outside of Michigan, including preparation of articles, bylaws, operating agreements, minutes, consents, name changes, assumed name filings, annual reports, and stock transfer documentation
  • Maintains corporate record books and corporate tracking database
  • Establishes and maintains extranet sites for corporate clients
  • Performs research on state databases for corporate information
  • Preparation and filing of UCC financing statements and lien searches
  • Document preparation and filing of annual debt offerings for nonprofit denominational organizations


Real Estate Services:

  • Provides assistance with ordering title commitments and surveys
  • Preparation of purchase and sale agreements, deeds, closing documents, closing binders
  • Survey mapping


CEF Services:

  • Assisst with compliance with state blue sky laws applicable to the issuance of securities and the sale and promotion of securities by broker dealers and agents
  • Assists with preparation and review of annual business history information for officers, directors and other control persons
  • Prepares and files state securities law applications with all states that require a filing for either the registration of securities, broker dealers or agents, or securing an exemption from registration requirements, including Forms U-1, U-2, U-2A, U-4, U-5, BD and state specific forms
  • Develops good working relationships with state securities law regulators in connection with the authorization of offering documents and securities law compliance issues generally
  • Files supplemental offering materials with all the states that require a filing
  • Files proposed advertising materials for securities offerings with states that require a filing
  • Prepares and files agent registrations and renewals with states that require a filing
  • Maintains up to date information about securities laws and compliance in all 50 states
  • Maintains records of annual offering documents

Publications

Leadership

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