| Relationships | Role | Relationship Start | Relationship End |
| Td Ameritrade Online Holdings Corp. | Parent | 6/30/2007 | |
| Td Ameritrade Online Holdings Corp. | Parent | 1/24/2006 | 6/29/2007 |
| Td Ameritrade Investment Management, Llc | Subsidary | 1/24/2006 | |
| Insurance Agency Of Td Ameritrade, Llc, The | Subsidary | 11/30/2011 |