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  2. TD Securities - Wikipedia

    en.wikipedia.org/wiki/TD_Securities

    TD Securities faces competition from full-service global investment banks such as Goldman Sachs, Morgan Stanley and the Royal Bank of Canada, equivalent branches of other financial conglomerates such as BMO Capital Markets and CIBC World Markets, and other independent investment banks and large cap advisory firms.

  3. Evergreen Investments - Wikipedia

    en.wikipedia.org/wiki/Evergreen_Investments

    In 2002 Evergreen Retail and Institutional companies form and begin to operate under the umbrella asset management organization named Evergreen Investment Management Company, LLC. Evergreen mutual funds were then distributed by Evergreen Investment Services, Inc. and Evergreen Service Company, LLC is the transfer agent for the Evergreen Funds.

  4. TD Waterhouse - Wikipedia

    en.wikipedia.org/wiki/TD_Waterhouse

    TD Waterhouse Canada Inc. is a Canadian financial services corporation headquartered in Toronto, Ontario.It is a wholly owned subsidiary of Toronto-Dominion Bank.The company does business through several divisions, namely TD Direct Investing, TD Wealth Financial Planning, and TD Wealth Private Investment Advice. [1]

  5. Aristotle Capital Management - Wikipedia

    en.wikipedia.org/wiki/Aristotle_Capital_Management

    In June 2006, MWCM sold a majority controlling interest to Evergreen Investments, whose parent was Wachovia, but its founders continued to work at the firm in senior management. [2] In January 2009, Wachovia was acquired by Wells Fargo, resulting in Evergreen Investments becoming part of Wells Fargo Asset Management. The concerns over the ...

  6. TD Banknorth - Wikipedia

    en.wikipedia.org/wiki/TD_Banknorth

    The company was the holding company for: Franklin Lamoille Bank (1899) in St. Albans, The Howard Bank N.A. (1870) in Burlington; Stratevest N.A. (Investment & Managements) in Burlington (FLB, THB, GSB, FVB, FNB, FMB, EB), Granite Savings Bank & Trust Company (1885) in Barre; Woodstock National Bank (1802) in Woodstock, First Vermont Bank ...

  7. William Spell - Wikipedia

    en.wikipedia.org/wiki/William_Spell

    During that year, Bill exited the investment. Since inception, Spell Capital Partners has posted an annual IRR investment performance of 26.9% and a cash-on-cash multiple of 3.28 times. Spell Capital Partners was named in the “Top 50 PE Firms in the Middle Market” in each of the years from 2018 through 2023. [20]

  8. TD Ameritrade - Wikipedia

    en.wikipedia.org/wiki/TD_Ameritrade

    TD Ameritrade was a stockbroker that offered an electronic trading platform for the trade of financial assets. The company was founded in 1975 as First Omaha Securities . In 2006, it acquired the United States operations of TD Waterhouse from Toronto-Dominion Bank and was renamed TD Ameritrade.

  9. Toronto-Dominion Bank - Wikipedia

    en.wikipedia.org/wiki/Toronto-Dominion_Bank

    In the following year, TD Bank acquired Chrysler Financial, which was later rebranded as TD Auto Finance. [22] On December 1, 2011, TD Bank acquired MBNA's Canadian credit card business. [23] In October 2014, Affiliated Computer Services, a subsidiary of Xerox, acquired Symcor's U.S. operations from TD Bank. [24]