Stifel Financial Approved for City Investments

The City of Midlothian has approved Stifel Financial as a broker/dealer to support execution of its public funds investment strategy.

Document date · July 28, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Continued approval is subject to periodic broker/dealer re-certification and policy review by City officials.

Document type

Policy

Source document

City of Midlothian Investment Policy and Strategy 2026-07-28

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Midlothian?

Stifel Financial was awarded this financial services contract by City of Midlothian, as recorded on July 28, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Midlothian Investment Policy and Strategy 2026-07-28 (Policy), dated July 28, 2026 from City of Midlothian. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Stifel Financial hold?

Stifel Financial 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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