CONTRACTONGOING

Bank of America Merrill Lynch on broker list

Santa Clara Unified logoSanta Clara Unified
Document date
Feb 17, 2023

The 30-second brief

What it covers

Bank of America Merrill Lynch remains an approved broker/dealer for Santa Clara County’s investment activities. The firm is eligible to execute trades for the Commingled Investment Pool under County policy.

Who holds it

Bank of America Merrill Lynch holds this financial services contract with Santa Clara Unified. Its other public contracts on record include work for Colonial Heights City Public Schools and City of Rochester Hills.

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Contract details

Contract type
Financial Services
Document date
February 17, 2023
Source document
santa-clara-unified-report-2023-02-17_dc2.pdf (Report)

Bank of America Merrill Lynch's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Santa Clara Unified?

Bank of America Merrill Lynch was awarded this financial services contract by Santa Clara Unified, as recorded on February 17, 2023.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in santa-clara-unified-report-2023-02-17_dc2.pdf (Report), dated February 17, 2023 from Santa Clara Unified. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bank of America Merrill Lynch hold?

Bank of America Merrill Lynch may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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