| 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. |
| NAICS: | 523930 - Investment Advice |
| Historical names: |
AMERIVEST INVESTMENT MANAGEMENT, LLC |
| 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
