FINANCIAL_SERVICESAPPROVED

District Resolution Adopting Authorized Broker/Dealer List 2026-06-23

Moreton Capital Markets Approved as Authorized Dealer

Collin County Community College DistrictMORETON CAPITAL MARKETSJune 23, 2026

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Description

The Board added Moreton Capital Markets to the District's authorized broker/dealer list for investment transactions. The firm is required to certify its review of the Investment Policy after major updates.

Contract Details

Vendor

MORETON CAPITAL MARKETS

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

Inclusion on the broker/dealer list requires annual review and reauthorization by the governing body under Section 2256.025.

Related Contracts

Collin County Community College District AgendaPacket Board Meeting 2026-06-23

APPROVED

Collin County Community College District (Texas)June 23, 2026

Fillmore County Board of Commissioners Meeting Agenda Packet May 2026

PENDING

Fillmore County (Minnesota)Up to $1.5M to be investedMay 12, 2026

Fillmore County Board of Commissioners Meeting Agenda Packet May 2026

Fillmore County Commissioners Minutes 2026-05-12

APPROVED

Fillmore County (Minnesota)$1,500,000.00 (part of $2,000,000)May 12, 2026

Grant County Board of Commissioners Minutes 2026-04-23

DISCUSSED

Grant County (New Mexico)April 23, 2026

Issuing Agency

Collin County Community College District

Higher Ed

Mckinney, TX

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Vendor