WADDELL & REED Trademark

Trademark Overview


On Tuesday, November 24, 2015, a trademark application was filed for WADDELL & REED with the United States Patent and Trademark Office. The USPTO has given the WADDELL & REED trademark a serial number of 86830591. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, December 13, 2022. This trademark is owned by Waddell & Reed, Inc.. The WADDELL & REED trademark is filed in the Insurance & Financial Services category with the following description:

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 ]
waddell & reed

General Information


Serial Number86830591
Word MarkWADDELL & REED
Filing DateTuesday, November 24, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, December 13, 2022
Registration Number4997912
Registration DateTuesday, July 12, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 26, 2016

Trademark Statements


Pseudo MarkWADDELL AND REED
Goods and ServicesFinancial 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 ]

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 1, 2015
Primary Code036
First Use Anywhere DateMonday, November 30, 1936
First Use In Commerce DateMonday, November 30, 1936

Trademark Owner History


Party NameWaddell & Reed, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92121

Party NameWaddell & Reed, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressShawnee Mission, KS 66201

Party NameWaddell & Reed, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressShawnee Mission, KS 66201

Trademark Events


Event DateEvent Description
Wednesday, June 14, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, June 14, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, June 14, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, June 14, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, June 14, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, February 1, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, February 1, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 1, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, February 1, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 1, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 13, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, December 13, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, December 13, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, May 31, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, July 12, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, July 23, 2020REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Friday, June 5, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 12, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, April 26, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 26, 2016PUBLISHED FOR OPPOSITION
Wednesday, April 6, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, March 16, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 15, 2016ASSIGNED TO EXAMINER
Wednesday, December 2, 2015NOTICE OF PSEUDO MARK E-MAILED
Tuesday, December 1, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, November 27, 2015NEW APPLICATION ENTERED