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COMMISSION ON COMMUNITY INVESTMENT AND INFRASTRUCTURE RESOLUTION NO. 152022 Adopted June 21, 2022 AUTHORIZING A PERSONAL SERVICES CONTRACT WITH MJF & ASSOCIATES CONSULTING, A SOLE PROPRIETORSHIP,
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BofA Securities is the investment banking arm of Bank of America, while Raymond James is a diversified financial services company providing investment and financial planning. The term may refer to activities or collaborations involving the two firms.
Typically, entities or individuals engaged in transactions requiring regulatory reporting, such as financial institutions or investors engaging in specific securities dealings, are required to file with BofA Securities or Raymond James.
To fill out forms associated with BofA Securities or Raymond James, gather necessary financial data, complete required sections based on provided guidelines, and submit through the specified channels, ensuring accuracy and completeness.
The purpose is to facilitate investment banking services, secure transactions, provide advisory services, and manage securities offerings for clients.
Information such as account details, transaction specifics, financial disclosures, and compliance-related data must be reported to BofA Securities or Raymond James.
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