CONTRACTAPPROVED

Lake Travis Independent School District Awards Financial Services Contract to Morgan Keegan (October 2023)

Approved: Oct 18, 2023

What it covers

Lake Travis ISD added Morgan Keegan to its list of authorized broker/dealers permitted to conduct investment transactions for the district. The approval aligns with Public Funds Investment Act requirements and is subject to future annual review.

Who holds it

Morgan Keegan holds this financial services contract with Lake Travis Independent School District. Its other public contracts on record include work for Judson Isd and Judson Independent School District.

What happens next

Term as filed: Adopted October 18, 2023; to remain in effect until next annual broker/dealer list revision.

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Contract details

Contract type: Financial Services
Document date: October 18, 2023
Term: Adopted October 18, 2023; to remain in effect until next annual broker/dealer list revision
Vendor: Morgan Keegan
Agency: Lake Travis Independent School District
Source document: resolution_adopting_authorized_brokerdealer_list_o.pdf (Resolution)

Morgan Keegan's other public contracts

Judson Isd, TexasMorgan Keegan Authorized for Investment Education · May 21, 2026Undisclosed Judson Independent School District, TexasMorgan Keegan Authorized for Investment Responsibility Training · May 15, 2025Undisclosed Lake Travis Isd, TexasMorgan Keegan approved as broker/dealer · Oct 16, 2024Undisclosed Lake Travis Isd, TexasMorgan Keegan approved as broker/dealer · Oct 16, 2024Undisclosed Judson Isd, Texasjudson-isd-resolution-2024-04-18_da2.pdf · Apr 18, 2024Undisclosed All Morgan Keegan 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 financial services contract by Lake Travis Independent School District?

Morgan Keegan was awarded this financial services contract by Lake Travis Independent School District, as recorded on October 18, 2023.

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 resolution_adopting_authorized_brokerdealer_list_o.pdf (Resolution), dated October 18, 2023 from Lake Travis Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Keegan hold?

Morgan Keegan 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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