WADDELL & REED
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 13 Dec 2022)
What this means for you
Registered since 12 Jul 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86830591
- Registration number
- 4997912
- Mark type
- Stylized text
- Filed
- 24 Nov 2015
- Published for opposition
- 26 Apr 2016
- Registered
- 12 Jul 2016
- Attorney of record
- Timothy J. Lyden
Goods and services
- Class 036 — Insurance and financial services: Financial planning services; financial services, namely, investment, [ management and administration ] of mutual funds, individual retirement accounts, and other investments; mutual fund advisory services; mutual fund brokerage services; mutual fund distribution services; [ establishing and administering funds for others; mutual fund investment management and consultation services; shareholder services, namely, transfer agency services, distributing dividends to shareholders and shareholder account servicing; ] information, advisory, consultancy and research services relating to finance and investments [ ; investment services, namely, asset acquisition, consultation, development and management services ]
Owner
- Waddell & Reed, Inc., San Diego, CA, US
- Waddell & Reed, Inc., Shawnee Mission, KS, US
- Waddell & Reed, Inc., Shawnee Mission, KS, US
Prior registrations
Prosecution history
- 12 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Jun 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 14 Jun 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 14 Jun 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 14 Jun 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 14 Jun 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 01 Feb 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 01 Feb 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 01 Feb 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 01 Feb 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 01 Feb 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 13 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 13 Dec 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 13 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 31 May 2022 — TEAS SECTION 8 & 15 RECEIVED