FINANCIAL_SERVICESAPPROVED

Carrollton-Farmers Branch Independent School District Awards Financial Services Contract to Morgan Stanley & Company (November 2022)

The Board designated Morgan Stanley & Co as a qualified broker/dealer for Carrollton-Farmers Branch ISD investment activities. Approval is based on regulatory compliance and adherence to the District’s investment policy.

Status
APPROVED
Document date
November 3, 2022
Contract type
FINANCIAL_SERVICES
Vendor
Morgan Stanley & Company
Agency
Carrollton-Farmers Branch Independent School District · TX

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WithersRavenel logo
Derivita logo
Comcate logo
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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
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
At least annually reviewed and adopted list as of November 3, 2022
Renewal date
2023-11-03
Renewal
Part of the District’s broker/dealer list that must be reviewed, revised, and adopted at least annually under Texas Government Code Section 2256.025.
Document type
Resolution
Source document
carrollton-farmers-branch-isdresolution2022-11-03_fc3.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?

Morgan Stanley & Company was awarded this financial services contract by Carrollton-Farmers Branch Independent School District, as recorded on November 3, 2022.

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-isdresolution2022-11-03_fc3.pdf (Resolution), dated November 3, 2022 from Carrollton-Farmers Branch Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley & Company hold?

Morgan Stanley & Company 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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