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WADDELL & REED, INC.

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Company Details

Name: WADDELL & REED, INC.
Legal type: Foreign Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 14 Sep 1981 (44 years ago)
Authority Date: 14 Sep 1981 (44 years ago)
Last Annual Report: 12 Jul 2024 (a year 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

Registered Agent

Name Role
C T CORPORATION SYSTEM Registered Agent

President

Name Role
Matthew J. Audette President

Treasurer

Name Role
Brent Simonich Treasurer

Secretary

Name Role
Gregory M. Woods Secretary

Officer

Name Role
Shawn Mihal Officer
Kirby Horan-Adams Officer
Beth Hansen Officer
Ann Erskine Officer
Christopher M. Mitchell Officer

Director

Name Role
Michelle Oroschakoff Director
Matthew J. Audette Director
J. STEPHAN BECKMAN Director
FREDERICK L. ENSLEY Director
ROBERT L. HECHLER Director
JULIUS E. JENSEN, III Director
BENJAMIN C. KORSCHOT Director
Dan H. Arnold Director

Incorporator

Name Role
WILLIAM C. BARCLIFT Incorporator

Former Company Names

Name Action
W & R - LIBERTY, INC. Old Name

Filings

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

Court Cases

Court Case Summary

Filing Date:
2015-09-21
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Neither plaintiff nor defendant demands jury
Nature Of Suit:
Other Contract Actions

Parties

Party Name:
PENNINGTON
Party Role:
Plaintiff
Party Name:
WADDELL & REED, INC.
Party Role:
Defendant

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Sources: Kentucky Secretary of State