TAKING PLANNING PERSONALLY
Dead / Cancelled — Cancelled — Section 8 (as of 26 Jan 2024)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 87257079
- Registration number
- 5240896
- Mark type
- Stylized text
- Filed
- 05 Dec 2016
- Published for opposition
- 25 Apr 2017
- Registered
- 11 Jul 2017
- Attorney of record
- Timothy J. Lyden
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage
Owner
- Waddell & Reed, Inc., San Diego, CA, US
- Waddell & Reed, Inc., Overland Park, KS, US
- Waddell & Reed, Inc., Overland Park, KS, US
Prosecution history
- 26 Jan 2024 — CANCELLED SEC. 8 (6-YR)
- 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
- 11 Jul 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 23 Jul 2020 — REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
- 05 Jun 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 11 Jul 2017 — REGISTERED-PRINCIPAL REGISTER