| Name: | TD Ameritrade Investment Management, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 10 Nov 2006 (18 years ago) |
| Identification Number: | 000159906 |
| Place of Formation: | DELAWARE |
| Principal Address: | 200 S. 108TH AVENUE, OMAHA, NE, 68154, USA |
| Purpose: | REGISTERED INVESTMENT ADVISOR PROVIDING ONGOING MONITORING, ALLOCATION AND REBALANCING OF MANAGED PORTFOLIOS. |
| Historical names: |
AMERIVEST INVESTMENT MANAGEMENT, LLC |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| JR. JOHN F. BELL | MANAGER | 200 S 108TH AVE OMAHA,, NE 68154 USA |
| THOMAS W BUTCH | MANAGER | 200 S 108TH AVE OMAHA, NE 68154 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2016-11-16 | AMERIVEST INVESTMENT MANAGEMENT, LLC | TD Ameritrade Investment Management, LLC |
| Number | Name | File Date |
|---|---|---|
| 202451426330 | Annual Report | 2024-04-18 |
| 202333701270 | Annual Report | 2023-04-24 |
| 202215827380 | Annual Report | 2022-04-27 |
| 202102591260 | Annual Report | 2021-10-04 |
| 202101574930 | Statement of Change of Registered/Resident Agent | 2021-09-15 |
| 202051683520 | Annual Report | 2020-09-03 |
| 201917362380 | Annual Report | 2019-09-04 |
| 201878194730 | Annual Report | 2018-09-26 |
| 201750938690 | Annual Report | 2017-10-04 |
| 201612137940 | Amendment to Application for Registration | 2016-11-16 |
Date of last update: 10 Oct 2024
Sources: Rhode Island Department of State
