REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/11/2026
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Official data from USPTO
WADDELL & REED FINANCIAL ADVISORS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WADDELL & REED FINANCIAL ADVISORS
ST13
US500000087257090Class
36
Filing
87257090
Registration
5240897
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
27
Latest update
07/11/2026
Trademark type
Word
Nice classes
36
Filing date
12/05/2016
Registration date
07/11/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/25/2024
Last transaction
07/11/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
2007-01-00
First use in commerce
2007-01-00
Drawing code
4
Owner type
03
Owner location
San Diego, CA, US
Examiner
NEVILLE, BRIAN
Law office
M50
Current location
TMO LAW OFFICE 114
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 servicesadvice relating to investmentsasset managementcash management; financial analysis and consultationfinancial planning consultationfinancial portfolio managementfinancial 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 vehiclesmutual funds and variable insurance funds; providing information by means of a website in the field of investment and investment management; distribution of retirementlife insurancedisability and variable annuity products; insurance brokerage; and financial sponsorship of athletic competitions and sporting and entertainment events
Publications
History of USPTO decisions and trademark events.
27 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
04/25/2024
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
04/25/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/25/2024
E815
TEAS SECTION 8 & 15 RECEIVED
10/27/2023
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
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/11/2022
CORV
REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
07/23/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/05/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
07/11/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/25/2017
PUBO
PUBLISHED FOR OPPOSITION
04/25/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/05/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/10/2017
DOCK
ASSIGNED TO EXAMINER
03/08/2017
MPMK
NOTICE OF PSEUDO MARK E-MAILED
12/10/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/09/2016
NWAP
NEW APPLICATION ENTERED
12/08/2016
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