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; it stays on the register as long as the owner keeps up the maintenance filings (the §8 & §9 renewal was due 12 Jul 2026; it can still be filed, with a surcharge, until 12 Jan 2027).
Record
- Serial number
- 86830591
- Registration number
- 4997912
- Mark type
- Word mark
- Filed
- 24 Nov 2015
- Published for opposition
- 26 Apr 2016
- Registered
- 12 Jul 2016
- Next maintenance filing
- §8 & §9 renewal, due by 12 Jul 2026 (grace period to 12 Jan 2027)
- 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, LLC, SAN DIEGO, CA, US
- 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
- 02 Sept 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 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