WADDELL & REED FINANCIAL ADVISORS
LIVE

Serial Number

87257090

Owner

Waddell & Reed, Inc.

Attorney

Timothy J. Lyden

Filing Date

Dec 5, 2016

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WADDELL & REED FINANCIAL ADVISORS Trademark

Serial Number: 87257090 • Registration: 5240897

WADDELL & REED FINANCIAL ADVISORS is a trademark filed by Waddell & Reed, Inc. on December 5, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Waddell & Reed, Inc.

4707 Executive Drive
San Diego, CA 92121

Entity Type: 03

WADDELL & REED, LLC

4707 EXECUTIVE DRIVE
SAN DIEGO, CA 92121

Entity Type: 16

Trademark Details

Filing Date

December 5, 2016

Registration Date

July 11, 2017

Published for Opposition

April 25, 2017

Goods & 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 ]

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jul 11, 2026 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Apr 25, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Apr 25, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 25, 2024 APRE
TEAS SECTION 8 & 15 RECEIVED
Oct 27, 2023 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 14, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 14, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 14, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 14, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 14, 2023 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 1, 2023 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 1, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 1, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 1, 2023 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 1, 2023 COAR
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 11, 2022 REM1
REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Jul 23, 2020 CORV
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 5, 2020 CRFA
REGISTERED-PRINCIPAL REGISTER
Jul 11, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 25, 2017 NPUB
PUBLISHED FOR OPPOSITION
Apr 25, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 5, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 10, 2017 CNSA
ASSIGNED TO EXAMINER
Mar 8, 2017 DOCK
NOTICE OF PSEUDO MARK E-MAILED
Dec 10, 2016 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 9, 2016 NWOS
NEW APPLICATION ENTERED
Dec 8, 2016 NWAP