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Official data from USPTO

WADDELL & REED

Did you know this trademark is already registered in United States?

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: US

Quick snapshot

WADDELL & REED

ST13

US500000086830591

Class

36

Filing

86830591

Registration

4997912

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

27

Latest update

07/13/2025

Classification

Registered

Trademark type

Word

Nice classes

36

Filing date

11/24/2015

Registration date

07/12/2016

Expiration date

-

Recommended action

Perform a full collision analysis and validate classes before any filing or trademark investment.

Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/13/2022

Last transaction

07/13/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

1937-00-00

First use in commerce

1937-00-00

Drawing code

4

Owner type

03

Owner location

San Diego, CA

Examiner

MEIER, SHARON

Law office

M30

Current location

TMO LAW OFFICE 112

Holders and representatives

Holders

Waddell & Reed, Inc.
Waddell & Reed, Inc.

Representatives

Timothy J. Lyden VLP Law Group LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning services; financial servicesinvestmentmanagement and administration of mutual fundsindividual retirement accountsother 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 servicestransfer agency servicesdistributing dividends to shareholders and shareholder account servicing; informationadvisoryconsultancy and research services relating to finance and investments ; investment servicesasset acquisitionconsultationdevelopment and management services

Publications

History of USPTO decisions and trademark events.

27 publications found

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

07/12/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/14/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/14/2023

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

06/14/2023

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

06/14/2023

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

06/14/2023

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/01/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/01/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/01/2023

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

02/01/2023

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/01/2023

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

12/13/2022

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

12/13/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/13/2022

E815

TEAS SECTION 8 & 15 RECEIVED

05/31/2022

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

07/12/2021

CORV

REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED

07/23/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/05/2020

R.PR

REGISTERED-PRINCIPAL REGISTER

07/12/2016

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/26/2016

PUBO

PUBLISHED FOR OPPOSITION

04/26/2016

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/06/2016

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/16/2016

DOCK

ASSIGNED TO EXAMINER

03/15/2016

MPMK

NOTICE OF PSEUDO MARK E-MAILED

12/02/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

12/01/2015

NWAP

NEW APPLICATION ENTERED

11/27/2015

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