WADDELL & REED FINANCIAL ADVISORS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 25 Apr 2024)
What this means for you
Registered since 11 Jul 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87257090
- Registration number
- 5240897
- 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; providing information by means of a website in the field of investment and investment management; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage; and financial sponsorship of athletic competitions and sporting and entertainment events ]
Owner
- Waddell & Reed, Inc., San Diego, CA, US
- Waddell & Reed, Inc., Overland Park, KS, US
- Waddell & Reed, Inc., Overland Park, KS, US
Prior registrations
Prosecution history
- 25 Apr 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 25 Apr 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 25 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Oct 2023 — TEAS SECTION 8 & 15 RECEIVED
- 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