FINANCIAL_SERVICESAPPROVED

Carrollton-Farmers Branch Independent School District Awards Financial Services Contract to Ubs Securities (November 2025)

Carrollton-Farmers Branch ISD authorized UBS Securities as an approved broker/dealer to handle district investment transactions. The firm met all applicable legal and policy standards.

Status
APPROVED
Document date
November 6, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Ubs Securities
Agency
Carrollton-Farmers Branch Independent School District · TX

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Reviewed and approved list effective November 6, 2025; to be reviewed at least annually
Renewal date
2026-11-06
Renewal
Included on an annually reviewed and adopted list of qualified brokers/dealers, subject to annual renewal.
Document type
Resolution
Source document
carrollton_farmers_branch_isd_resolution_authorizi.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Carrollton-Farmers Branch Independent School District?

Ubs Securities was awarded this financial services contract by Carrollton-Farmers Branch Independent School District, as recorded on November 6, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in carrollton_farmers_branch_isd_resolution_authorizi.pdf (Resolution), dated November 6, 2025 from Carrollton-Farmers Branch Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Securities hold?

Ubs 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 Carrollton-Farmers Branch Independent School District currently buying?

Explore Carrollton-Farmers Branch Independent School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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