TD AMERITRADE, INC.
OMAHA, NE

TD Ameritrade has earned a reputation as a trailblazer in making stock trading more approachable for everyday investors since its inception as First Omaha Securities back in 1975. With a strong focus on innovation, the company continually found ways to make trading straightforward and more efficient, notably introducing touch-tone phone trading in 1988 and taking over the firm responsible for the first-ever online trade two years later. Their move to become publicly traded in 1997 under the umbrella company Ameritrade, Inc., marked a new era with significant investments in advertising and a commitment to transparent pricing that set them apart. The subsequent growth phase saw TD Ameritrade expand its reach significantly through smart acquisitions like NationalDiscountBrokers in 2001 and thinkorswim Group Inc. in 2009, both of which contributed to strengthening their client base and technological capabilities. The merger with TD Waterhouse USA in 2006 further solidified their standing as a heavyweight in the discount brokerage sphere by concentrating on providing valuable long-term investment advice. As TD Ameritrade, the firm today manages over $1 trillion in assets across more than 11 million accounts, offering comprehensive financial services that cater to thousands of independent advisors. It handles roughly half a million trades daily and stands out as the only direct retail brokerage with the unique capability of facilitating 24-hour trading on weekdays (aside from market holidays), setting a new standard for customer convenience. Even while tackling regulatory challenges, TD Ameritrade continues its push toward innovation, always looking to grow and enhance user satisfaction. The company calls Omaha, Nebraska home now but remains informed by its past affiliations with New York and Florida through adherence to relevant statutory requirements like their Fei Number 06-0988655. Their team of current officers brings a wealth of experience across various domains that ensure strategic guidance and the utmost operational efficiency.