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Lake Travis Independent School District Awards Broker/Dealer Contract to Coastal Securities (October 2024)

Lake Travis Independent School District logoLake Travis Independent School District
Approved
Oct 16, 2024

The 30-second brief

What it covers

Coastal Securities approved as broker/dealer for Lake Travis ISD, authorized for investment transactions under Public Funds Investment Act.

Who holds it

Coastal Securities holds this broker/dealer contract with Lake Travis Independent School District. Its other public contracts on record include work for Rockwall Independent School District and Red Oak Independent School District.

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Contract details

Contract type
Broker/Dealer
Document date
October 16, 2024
Term
NA
Vendor
Coastal Securities
Agency
Lake Travis Independent School District
Source document
resolution_adopting_authorized_brokerdealer_list_o.pdf (Resolution)

Coastal Securities's other public contracts

Rockwall Independent School District, TexasCoastal Securities Added to Qualified Broker Roster · Aug 17, 2026UndisclosedRed Oak Independent School District, TexasRed Oak Recommends Coastal for Training · Jun 30, 2026UndisclosedLittle Cypress-Mauriceville Cisd, TexasCoastal Securities to provide investment training · Nov 10, 2025UndisclosedLake Travis Isd, TexasCoastal Securities approved as broker/dealer for investments · Sep 17, 2025UndisclosedLake Travis Isd, TexasCoastal Securities approved as broker/dealer · Oct 16, 2024UndisclosedAll Coastal Securities contractsVendor profile

More Lake Travis Independent School District contracts

University of North Texas Public ManagementDistrict Recommends UNT Public Management Training · Sep 16, 2026UndisclosedGovernment Finance Officers Association of Texas (Gfoat)District Recommends GFOAT for Investment Training · Sep 16, 2026UndisclosedPfm Asset Management LLCDistrict Recommends PFM for Investment Training · Sep 16, 2026UndisclosedTexas Association of School Boards (Tasb)District Recommends TASB for Investment Training · Sep 16, 2026UndisclosedRegion Education Service Center 13District Recommends Region ESC 13 Training · Sep 16, 2026UndisclosedAll Lake Travis Independent School District activityAgency profile

Questions about this contract

Who was awarded the broker/dealer contract by Lake Travis Independent School District?

Coastal Securities was awarded this broker/dealer contract by Lake Travis Independent School District, as recorded on October 16, 2024.

What type of contract is this?

This is a Broker/Dealer contract, documented as a resolution record.

Where was this contract approved?

This contract appears in resolution_adopting_authorized_brokerdealer_list_o.pdf (Resolution), dated October 16, 2024 from Lake Travis Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Coastal Securities hold?

Coastal Securities 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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What is Lake Travis Independent School District currently buying?

Explore Lake Travis Independent School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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