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WADDELL & REED, INC.

Company Details

Name: WADDELL & REED, INC.
Jurisdiction: Idaho
Legal type: Foreign Business Corporation
Status: Active-Good Standing
Date of registration: 14 Sep 1981 (43 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 214292
Place of Formation: DELAWARE
File Number: 214292
Principal Address: 6300 LAMAR AVE OVERLAND PARK, KS 66202
Mailing Address: 4707 EXECUTIVE DR SAN DIEGO, CA 92121

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 1555 W SHORELINE DR, STE 100, BOISE, ID 83702

President

Name Role Address Appointed On Resigned On
Matthew J. Audette President 4707 EXECUTIVE DRIVE, SAN DIEGO, CA 92121-3091 2021-09-29 No data
Shawn M Mihal President 6300 LAMAR AVE, OVERLAND PARK, KS 66202 2020-09-02 2021-09-29
Matthew J. Audette President 4707 EXECUTIVE DR, SAN DIEGO, CA 92121 2024-08-12 No data

Director

Name Role Address Appointed On
Dan H. Arnold Director 4707 EXECUTIVE DR, SAN DIEGO, CA 92121 2023-08-01
Matthew J. Audette Director 4707 EXECUTIVE DRIVE, SAN DIEGO, CA 92121-3091 2023-08-01
Michelle Oroschakoff Director 4707 EXECUTIVE DRIVE, SAN DIEGO, CA 92121-3091 2023-08-01
Michelle Oroschakoff Director 4707 EXECUTIVE DR, SAN DIEGO, CA 92121 2024-08-12
Matthew J. Audette Director 4707 EXECUTIVE DR, SAN DIEGO, CA 92121 2024-08-12

Secretary

Name Role Address Appointed On
Gregory M. Woods Secretary 4707 EXECUTIVE DR, SAN DIEGO, CA 92121-3091 2023-08-01
Gregory M. Woods Secretary 4707 EXECUTIVE DR, SAN DIEGO, CA 92121 2024-08-12

Treasurer

Name Role Address Appointed On
Brent Simonich Treasurer 4707 EXECUTIVE DR, SAN DIEGO, CA 92121 2024-08-12
Brent Simonich Treasurer 4707 EXECUTIVE DRIVE, SAN DIEGO, CA 92121-3091 2023-08-01

Filing

Filing Name Filing Number Filing date
Annual Report 0005855536 2024-08-12
Annual Report 0005336466 2023-08-01
Registered Agent Name/Address Change (mass change) 0004898045 2022-09-12
Annual Report 0004873615 2022-08-31
Annual Report 0004430253 2021-09-29
Annual Report 0003991352 2020-09-02
Annual Report 0003616610 2019-09-06
Annual Report 0001777595 2018-08-29
Annual Report 0001777594 2017-08-16
Annual Report 0001777593 2016-09-13

Date of last update: 05 Dec 2024

Sources: Idaho Secretary of State