District Resolution Adopting Authorized Broker/Dealer List 2026-06-23
CastleOak Securities Approved as Authorized Dealer
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Description
The District approved CastleOak Securities as an authorized broker/dealer to conduct investment transactions in accordance with the Public Funds Investment Act. CastleOak must certify its review of the District Investment Policy after material revisions.
Contract Details
Vendor
CASTLEOAK SECURITIES
Agency
Collin County Community College District, TX
Contract Type
FINANCIAL_SERVICES
Document Date
June 23, 2026
Contract Term
Reviewed and adopted broker/dealer list as of June 23, 2026; to be reviewed at least annually
Renewal Date
2027-06-23
Renewal Info
Authorized via inclusion on the annually reviewed and adopted broker/dealer list as required by Texas law.
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