FINANCIAL_SERVICESAPPROVED

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

The Board authorized UBS Securities as a qualified broker/dealer for Carrollton-Farmers Branch ISD’s investment portfolio through its November 6, 2025 resolution. UBS may now execute securities trades for the district.

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

Trusted by teams at

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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Annually authorized broker/dealer list adopted November 6, 2025 (one-year authorization implied)
Renewal date
2026-11-06
Renewal
Continued authorization is subject to annual Board review and readoption of the district’s broker/dealer list.
Document type
Resolution
Source document
carrollton_farmers_branch_isd_resolution_authorizi.pdf

Related contracts

Other contracts from Ubs Securities.

View all →

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.

View Ubs Securities's profile

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.

View Carrollton-Farmers Branch Independent School District's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free