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Timeline: Milestones in TD Ameritrade history

Timeline: Milestones in TD Ameritrade history

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1975 Joe Ricketts’ involvement in the company he founded dates to 1975, when it was called First Omaha Securities.

1988 Ameritrade is the first company to offer automated, touch-tone phone trading.

1995 Ameritrade purchases K. Aufhauser & Co., which a year earlier had become the first brokerage offering Internet trading.

March 1997 Ameritrade becomes a publicly held company (AMTD). The shares are initially priced at $15.

January 1998 Ameritrade Holding Corp. appoints J. Peter Ricketts, son of Joe Ricketts, president of Accutrade Inc., the company’s discount brokerage firm.

July 20, 1998 The company announces it will split its stock two for one. That will double the number of shares and cut the price in half.

May 1999 Joe Ricketts, a Creighton University alumnus, donates $1.46 million to the school for the creation of a center that will combine the study of information systems and technology, accounting, computer science and law for a master’s degree in electronic commerce.

August 1999 Accutrade (then a division of Ameritrade) acquires the R.J. Forbes Group Inc.

March 2001 Joseph Moglia is named CEO of Ameritrade.

2004 Pete Ricketts is promoted to a newly created position of chief operating officer.

2006 Ameritrade acquires TD Waterhouse and renames itself TD Ameritrade.

2008 TD Amertrade plans to consolidate its four metro-area offices and more than 2,000 local employees into a new Old Mill headquarters.

January 2009 The Ricketts family emerges as the winning bidder to purchase the Chicago Cubs from Tribune Co. for about $900 million.

July 2009 The online brokerage firm reaches an agreement to acquire the naming rights for the city’s new downtown stadium.

September 2011 Joe Ricketts retires from his post on the company’s board of directors to concentrate on entrepreneurship and philanthropy.

April 2013 TD Ameritrade employees begin moving into the new $250 million headquarters.

October 2016 TD Ameritrade acquires rival Scottrade for $2.7 billion. (Full deal value was $4 billion including acquisition of Scottrade’s bank by TD Bank, TD Ameritrade’s largest shareholder.)

— Compiled by World-Herald Chief Librarian Jeanne Hauser

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