| Name: | WADDELL & REED, INC. |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Foreign Corporation |
| Status: | Active |
| Standing: | Good |
| File Date: | 14 Sep 1981 (43 years ago) |
| Authority Date: | 14 Sep 1981 (43 years ago) |
| Last Annual Report: | 12 Jul 2024 (6 months ago) |
| Organization Number: | 0162105 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| Principal Office: | 4707 EXECUTIVE DRIVE, SAN DIEGO, CA 92121 |
| Place of Formation: | DELAWARE |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Registered Agent |
| Name | Role |
|---|---|
| J. STEPHAN BECKMAN | Director |
| FREDERICK L. ENSLEY | Director |
| ROBERT L. HECHLER | Director |
| JULIUS E. JENSEN, III | Director |
| BENJAMIN C. KORSCHOT | Director |
| Michelle Oroschakoff | Director |
| Dan H. Arnold | Director |
| Matthew J. Audette | Director |
| Name | Role |
|---|---|
| Ann Erskine | Officer |
| Shawn Mihal | Officer |
| Kirby Horan-Adams | Officer |
| Beth Hansen | Officer |
| Christopher M. Mitchell | Officer |
| Name | Role |
|---|---|
| Matthew J. Audette | President |
| Name | Role |
|---|---|
| Brent Simonich | Treasurer |
| Name | Role |
|---|---|
| Gregory M. Woods | Secretary |
| Name | Role |
|---|---|
| WILLIAM C. BARCLIFT | Incorporator |
| Name | Action |
|---|---|
| W & R - LIBERTY, INC. | Old Name |
| Name | File Date |
|---|---|
| Annual Report | 2024-07-12 |
| Annual Report | 2023-04-01 |
| Principal Office Address Change | 2022-04-26 |
| Annual Report | 2022-04-26 |
| Annual Report | 2021-10-07 |
| Annual Report | 2020-06-09 |
| Annual Report | 2019-06-12 |
| Annual Report | 2018-06-11 |
| Annual Report | 2017-06-15 |
| Annual Report | 2016-06-09 |
Date of last update: 08 Jan 2025
Sources: Kentucky Secretary of State
