CONTRACTAPPROVED

Lake Travis Independent School District Awards Broker/Dealer Contract to Coastal Securities (September 2025)

Approved: Sep 17, 2025

What it covers

Coastal Securities has been approved as a broker/dealer for Lake Travis Independent School District, authorized to engage in investment transactions as per the Public Funds Investment Act.

Who holds it

Coastal Securities holds this broker/dealer contract with Lake Travis Independent School District. Its other public contracts on record include work for Rockwall Independent School District and Red Oak Independent School District.

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Contract details

Contract type: Broker/Dealer
Document date: September 17, 2025
Term: NA
Vendor: Coastal Securities
Agency: Lake Travis Independent School District
Source document: resolution_adopting_authorized_brokerdealer_list.pdf (Resolution)

Coastal Securities's other public contracts

Rockwall Independent School District, TexasCoastal Securities Added to Qualified Broker Roster · Aug 17, 2026Undisclosed Red Oak Independent School District, TexasRed Oak Recommends Coastal for Training · Jun 30, 2026Undisclosed Little Cypress-Mauriceville Cisd, TexasCoastal Securities to provide investment training · Nov 10, 2025Undisclosed Lake Travis Isd, TexasCoastal Securities approved as broker/dealer · Oct 16, 2024Undisclosed Lake Travis Isd, TexasCoastal Securities approved as broker/dealer · Oct 16, 2024Undisclosed All Coastal Securities contractsVendor profile

More Lake Travis Independent School District contracts

Government Finance Officers Association of Texas (Gfoat)District Recommends GFOAT for Investment Training · Sep 16, 2026Undisclosed University of North Texas Public ManagementDistrict Recommends UNT Public Management Training · Sep 16, 2026Undisclosed Texas Association of School Business Officials (Tasbo)District Recommends TASBO for Investment Training · Sep 16, 2026Undisclosed Government Treasurers of Texas (Gtot)District Recommends GTOT for Investment Training · Sep 16, 2026Undisclosed Texas Association of School Administrators (Tasa)District Recommends TASA for Investment Training · Sep 16, 2026Undisclosed All Lake Travis Independent School District activityAgency profile

Questions about this contract

Who was awarded the broker/dealer contract by Lake Travis Independent School District?

Coastal Securities was awarded this broker/dealer contract by Lake Travis Independent School District, as recorded on September 17, 2025.

What type of contract is this?

This is a Broker/Dealer contract, documented as a resolution record.

Where was this contract approved?

This contract appears in resolution_adopting_authorized_brokerdealer_list.pdf (Resolution), dated September 17, 2025 from Lake Travis Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Coastal Securities hold?

Coastal 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 Lake Travis Independent School District currently buying?

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