UBS Financial Services Recommended for Broker List

San Angelo ISD recommended approval of UBS Financial Services, Inc. for its authorized 2026-2027 investment broker/dealer list. Richard Ebert is identified as the associated broker/dealer representative; no contract amount was stated.

Document date · October 13, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

2026-2027

Renewal

Annual review and approval required under the Public Funds Investment Act; the list is for 2026-2027.

Document type

StaffReport

Source document

San Angelo Independent School District StaffReport Consider Approval of the Authorized List of Investment Brokers/Dealers 2026-10-19

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by San Angelo Independent School District?

Ubs Financial Services Inc was awarded this financial services contract by San Angelo Independent School District, as recorded on October 13, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in San Angelo Independent School District StaffReport Consider Approval of the Authorized List of Investment Brokers/Dealers 2026-10-19 (StaffReport), dated October 13, 2026 from San Angelo Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial Services Inc hold?

Ubs Financial Services Inc 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 Financial Services Inc's profile

What is San Angelo Independent School District currently buying?

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