| Serial Number | 86830591 |
| Word Mark | WADDELL & REED |
| Filing Date | Tuesday, November 24, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, December 13, 2022 |
| Registration Number | 4997912 |
| Registration Date | Tuesday, July 12, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 26, 2016 |
| Pseudo Mark | WADDELL AND REED |
| Goods and 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 ] |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 1, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 30, 1936 |
| First Use In Commerce Date | Monday, November 30, 1936 |
| Party Name | Waddell & Reed, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92121 |
| Party Name | Waddell & Reed, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Shawnee Mission, KS 66201 |
| Party Name | Waddell & Reed, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Shawnee Mission, KS 66201 |
| Event Date | Event Description |
| Tuesday, March 15, 2016 | ASSIGNED TO EXAMINER |
| Friday, November 27, 2015 | NEW APPLICATION ENTERED |
| Tuesday, December 1, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 2, 2015 | NOTICE OF PSEUDO MARK E-MAILED |
| Wednesday, March 16, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 6, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 26, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 26, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 12, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Friday, June 5, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 23, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
| Monday, July 12, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 31, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, December 13, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, December 13, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, December 13, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, February 1, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, February 1, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 1, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 1, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 1, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, June 14, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, June 14, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, June 14, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, June 14, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, June 14, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, July 12, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |