| Entity Name: | TD AMERITRADE, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 20 Aug 1991 |
| Branch of: | TD AMERITRADE, INC. (Company Number 513291) (NEW YORK) |
| Business ALEI: | 0264294 |
| Annual report due: | 20 Aug 2025 |
| NAICS code: | 523210 - Securities and Commodity Exchanges |
| Business address: | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Mailing address: | 200 S. 108TH AVE HOTC 11TH FL, OMAHA, NE, United States, 68154 |
| Place of Formation: | NEW YORK |
| E-Mail: | tanis.knelsen@schwab.com |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Tanis Knelsen | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Paul W. Talbot | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Kristopher Tate | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Aaron Thompson | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Jeffrey E. Salvesen | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| James Kostulias | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Michael Asmus | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Peter Blake Allen | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Laura Garcia Flor | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 3000 Schwab Way, Westlake, TX, 76262, United States |
| Geraldine Ortiz | Officer | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| STACI SULLIVAN | Director | 200 S. 108TH AVE, OMAHA, NE, 68154, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | TD WATERHOUSE INVESTOR SERVICES, INC. | TD AMERITRADE, INC. | 2006-09-06 |
| Name change | WATERHOUSE SECURITIES INC. | TD WATERHOUSE INVESTOR SERVICES, INC. | 2000-04-14 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012266545 | 2024-08-12 | No data | Annual Report | Annual Report | No data |
| BF-0011390960 | 2023-07-21 | No data | Annual Report | Annual Report | No data |
| BF-0010372342 | 2022-08-03 | No data | Annual Report | Annual Report | 2022 |
| BF-0010116592 | 2021-09-15 | 2021-09-15 | Change of Agent | Agent Change | No data |
| BF-0009808736 | 2021-07-27 | No data | Annual Report | Annual Report | No data |
| 0006958214 | 2020-08-06 | No data | Annual Report | Annual Report | 2020 |
| 0006610728 | 2019-08-01 | No data | Annual Report | Annual Report | 2019 |
| 0006225123 | 2018-08-01 | No data | Annual Report | Annual Report | 2018 |
| 0005900920 | 2017-08-02 | No data | Annual Report | Annual Report | 2017 |
| 0005618683 | 2016-08-02 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
