USPTO serial 86830591
WADDELL & REED
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 12, 2016
- Examiner
- MEIER, SHARON A
- Law office
- TMO LAW OFFICE 112
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Shawnee Mission, KS, US
Shawnee Mission, KS, US
San Diego, CA, US
SAN DIEGO, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Timothy J. Lyden
Timothy J. Lyden VLP Law Group LLPP.O. Box 10503Attn: TrademarksMcLean, VA 22102Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | 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 ] | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Waddell & Reed, Inc.
- Other trademarks owned by Waddell & Reed, Inc.
- Other trademarks owned by Waddell & Reed, Inc.
- Other trademarks owned by WADDELL & REED, LLC
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 11, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Oct 26, 2026 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Sep 2, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 12, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 14, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 14, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 14, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 14, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 14, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 1, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 1, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 1, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 1, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 1, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 13, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 13, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Dec 13, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 31, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 12, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 23, 2020 | CORV | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED | — |
| Jun 5, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 12, 2016 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 26, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 26, 2016 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 6, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 16, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 15, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 2, 2015 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Dec 1, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 27, 2015 | NWAP | NEW APPLICATION ENTERED | — |