We advise and structure both public and private market transactions ranging from second-tier capital raising strategies to multi-billion dollar mergers through debt and equity funding.
Focusing on stock and portfolio selection, an experienced BV research team provides turnkey solutions tailored to work in concert with the client investment process.
Blaylock Van provides sustainable financing, enterprise risk management, and tailored unique solutions and insights to U.S clients operating in Africa.
We advise and structure both public and private market transactions ranging from second-tier capital raising strategies to multi-billion dollar mergers through debt and equity funding.
Focusing on stock and portfolio selection, an experienced BV research team provides turnkey solutions tailored to work in concert with the client investment process.
Retail investors
Blaylock Van offers a wide array of services for the retail environment.
Important Information You Need to Know About Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, federal law requires financial institutions to obtain, verify, and record information that identifies each person who opens an account. This Notice answers some questions about our firm's Customer Identification Program.
What types of information will I need to provide?
When you open an account, our firm is required to collect information such as the following from you:
Your name
Date of birth
Address
Identification number:
U.S. Citizen: taxpayer identification number (social security number or employer identification number)
Non-U.S. Citizen: taxpayer identification number, passport number, and country of issuance, alien identification card number, or government-issued identification showing nationality, residence, and a photograph of you.
You may also need to show and/or provide a copy of your driver's license or other identifying documents.
A corporation, partnership, trust or other legal entity may need to provide other information, such as its principal place of business, local office, employer identification number, certified articles of incorporation, government-issued business license, a partnership agreement, or a trust agreement.
U.S. Department of the Treasury, Securities and Exchange Commission, FINRA, and New York Stock Exchange rules already require you to provide additional information, such as your net worth, annual income, occupation, employment information, investment experience and objectives, and risk tolerance.
What happens if I don't provide the information requested or my identity can't be verified?
We may not be able to open an account or carry out transactions for you. If we already have an account opened for you, we may have to close it.
We thank you for your patience and hope that you will support the financial industry's efforts to deny terrorists and money launderers access to America's financial system.
Blaylock Van, LLC is Wall Street’s longest continuously operated African American investment banking and financial services company, providing corporate debt and equity underwriting, sales and trading and municipal finance for over 30 years.