| Entity Name: | WADDELL & REED, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Withdrawn |
| Sub status: | Annual report past due |
| Date Formed: | 15 Sep 1981 (Companies founded in September 1981) |
| Business ALEI: | 0122404 |
| Annual report due: | 15 Sep 2023 |
| NAICS code: | 523120 - Securities Brokerage |
| Business address: | 4707 Executive Drive, San Diego, CA, 92121, United States |
| Mailing address: | 4707 Executive Dr, San Diego, CA, United States, 92121 |
| Place of Formation: | DELAWARE |
| E-Mail: | cls-ctarmsevidence@wolterskluwer.com |
| Name | Role | Business address |
|---|---|---|
| Secretary of State | Agent | 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Michelle Oroschakof | Director | 4707 Executive Drive, San Diego, CA, 92121, United States | 4707 Executive Drive, San Diego, CA, 92121, United States |
| Matthew J. Audette | Director | 4707 Executive Drive, San Diego, CA, 92121, United States | 4707 Executive Drive, San Diego, CA, 92121, United States |
| Dan H. Arnold | Director | 4707 Executive Drive, San Diego, CA, 92121, United States | 201 Washington Street, Boston, MA, 02108, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Matthew J. Audette | Officer | 4707 Executive Drive, San Diego, CA, 92121, United States | 4707 Executive Drive, San Diego, CA, 92121, United States |
| Gregory M. Woods | Officer | 4707 Executive Drive, San Diego, CA, 92121, United States | 201 Washington Street, Boston, MA, 02108, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | W & R - LIBERTY, INC. | WADDELL & REED, INC. | 1981-11-30 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0011859697 | 2023-06-22 | 2023-06-22 | Withdrawal | Certificate of Withdrawal | No data |
| BF-0010310788 | 2022-09-01 | No data | Annual Report | Annual Report | 2022 |
| BF-0009815026 | 2021-09-29 | No data | Annual Report | Annual Report | No data |
| 0006971637 | 2020-09-02 | No data | Annual Report | Annual Report | 2020 |
| 0006645263 | 2019-09-17 | No data | Annual Report | Annual Report | 2019 |
| 0006239368 | 2018-08-29 | No data | Annual Report | Annual Report | 2018 |
| 0005918787 | 2017-08-31 | No data | Annual Report | Annual Report | 2017 |
| 0005655076 | 2016-09-20 | No data | Annual Report | Annual Report | 2016 |
| 0005388773 | 2015-08-31 | No data | Annual Report | Annual Report | 2015 |
| 0005186363 | 2014-09-18 | No data | Annual Report | Annual Report | 2014 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
