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FINANCIAL_SERVICESAPPROVED

carrollton_farmers_branch_isd_resolution_authorizi.pdf

Morgan Stanley Authorized for District Investment Trades

Carrollton-Farmers Branch IsdMORGAN STANLEY & CONovember 6, 2025

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Board authorized Morgan Stanley & Co as an approved broker/dealer for district investment transactions. The firm demonstrated compliance with the Texas Public Funds Investment Act and local policy.

Contract Details

Vendor

MORGAN STANLEY & CO

Agency

Carrollton-Farmers Branch Isd, TX

Contract Type

FINANCIAL_SERVICES

Document Date

November 6, 2025

Contract Term

Reviewed and approved list effective November 6, 2025; to be reviewed at least annually

Renewal Date

2026-11-06

Renewal Info

Authorization is part of the annually reviewed broker/dealer list; must be reconsidered at least once a year by the Board.

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