Who owns the WADDELL & REED FINANCIAL ADVISORS trademark?

The WADDELL & REED FINANCIAL ADVISORS trademark is owned by WADDELL & REED, LLC.

What class is the WADDELL & REED FINANCIAL ADVISORS trademark registered in?

The WADDELL & REED FINANCIAL ADVISORS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for WADDELL & REED FINANCIAL ADVISORS?

The USPTO serial number for WADDELL & REED FINANCIAL ADVISORS is 87257090.

What is the registration number for WADDELL & REED FINANCIAL ADVISORS?

WADDELL & REED FINANCIAL ADVISORS is registered under USPTO registration number 5240897.

WAD

USPTO Trademark Record

REGISTERED

WADDELL & REED FINANCIAL ADVISORS

SN 87257090·Reg 5240897·Filed Dec 05, 2016

Owner WADDELL & REED, LLC

Financial, monetary and banking services; insurance services; real estate services.

WADDELL & REED FINANCIAL ADVISORS (Serial No. 87257090), Registration No. 5240897, is a registered US trademark filed on Dec 05, 2016 by WADDELL & REED, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal 10y period: July 12, 2027277 days remaining

Mark Intelligence

WADDELL & REED FINANCIAL ADVISORS (Reg. #5240897) is a registered US trademark that has been protecting its owner, WADDELL & REED, LLC, since 2016. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Dec 05, 2016

SERIAL

87257090

REG#

5240897

REGISTERED

Jul 11, 2017

Owner

Applicant

WADDELL & REED, LLC

Entity

LLC

State

Address

4707 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121

Country

Attorney

NameTimothy J. Lyden

Law firm

Timothy J. Lyden VLP Law Group LLP

Address

P.O. Box 10503, Attn: Trademarks, McLean, VA 22102, UNITED STATES

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Filing Information

StatusREGISTERED

Filing DateDec 05, 2016

Serial Number87257090

Registration No.5240897

Registration DateJul 11, 2017

Status DateApr 25, 2024

Published for OppositionApr 25, 2017

Mark TypeStandard characters

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2016

YEARS AGO

10y

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 31, 2006

First use in commerce: Dec 31, 2006

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

28 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Sep 02, 2026

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

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

Jul 11, 2026

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

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 25, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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

Apr 25, 2024

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

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

Apr 25, 2024

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

TEAS SECTION 8 & 15 RECEIVED

Oct 27, 2023

TEAS SECTION 8 & 15 RECEIVED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jun 14, 2023

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jun 14, 2023

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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

Jun 14, 2023

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jun 14, 2023

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jun 14, 2023

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Feb 01, 2023

TEAS CHANGE OF OWNER ADDRESS RECEIVED

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

Feb 01, 2023

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 01, 2023

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 01, 2023

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Feb 01, 2023

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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

Jul 11, 2022

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

REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED

Jul 23, 2020

REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 05, 2020

CORRESPONDENCE RECEIVED IN LAW OFFICE

REGISTERED-PRINCIPAL REGISTER

Jul 11, 2017

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Apr 25, 2017

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 25, 2017

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 05, 2017

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 10, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Mar 08, 2017

ASSIGNED TO EXAMINER

NOTICE OF PSEUDO MARK E-MAILED

Dec 10, 2016

NOTICE OF PSEUDO MARK E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 09, 2016

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Dec 08, 2016

NEW APPLICATION ENTERED

WADDELL & REED FINANCIAL ADVISORS

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Other Marks in Class 036 — Insurance, financial & real estate services

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