Waddell & Reed, Inc.

Florida
Registered In
09/16/1981
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Waddell & Reed, Inc. at 4707 Executive Dr, San Diego, Ca 92121 lists Mitchell Christopher M and Arnold Dan of San Diego, CA as associates.

Overview

Registered In
Florida
Incorporation Date
Company Type
Foreign Profit
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
EIN
43-1235675
Email
******************@wolterskluwer.com
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People

Ct Corporation System Registered Agent
1200 S PINE ISLAND RD, PLANTATION, FL 33324
Mitchell Christopher M Assi
4707 EXECUTIVE DR, SAN DIEGO, CA 92121
Arnold Dan Dire
4707 EXECUTIVE DR, SAN DIEGO, CA 92121
Horan-Adams Kirby Exec
4707 EXECUTIVE DR, SAN DIEGO, CA 92121
Mihal Shawn Exec
4707 EXECUTIVE DR, SAN DIEGO, CA 92121
Erskine Ann Seni
4707 EXECUTIVE DR, SAN DIEGO, CA 92121
Hansen Beth Seni
4707 EXECUTIVE DR, SAN DIEGO, CA 92121
Showing 10 of 18 associates. Create a free account to view the complete list and historical changes.

Map & Locations

4707 EXECUTIVE DR, SAN DIEGO, CA 92121 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Waddell & Reed, Inc.

Form 5500

WADDELL & REED FINANCIAL, INC.

6301 Greenwood, Overland Park, Ks 66201 (347) 448-1576 EIN:43-1235675 Plan Admin:Gary Weidy
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWADDELL & REED FINANCIAL, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY401 / 0 Assets BOY/EOY$0 / $0 2022 WADDELL & REED FINANCIAL, INC. WELFARE BENEFITS PLAN - Plan #501 401 / 0 $0 / $0
2021 Plan NameWADDELL & REED FINANCIAL, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY1,081 / 0 Assets BOY/EOY$0 / $0 2021 WADDELL & REED FINANCIAL, INC. WELFARE BENEFITS PLAN - Plan #501 1,081 / 0 $0 / $0
2020 Plan NameWADDELL & REED, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY1,077 / 0 Assets BOY/EOY$0 / $0 2020 WADDELL & REED, INC. WELFARE BENEFITS PLAN - Plan #501 1,077 / 0 $0 / $0
2019 Plan NameWADDELL & REED, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY1,347 / 0 Assets BOY/EOY$0 / $0 2019 WADDELL & REED, INC. WELFARE BENEFITS PLAN - Plan #501 1,347 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WADDELL AND REED

2530 Douglas Boulevard, Roseville, CA 95661 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$6,995 Forgiven$7,067 LenderCeltic Bank Corporation Jobs1 04/29/2020 $6,995 $7,067 Celtic Bank Corporation 1
04/15/2020 Approved$9,739 Forgiven$9,810 LenderThe Lyon County State Bank Jobs1 04/15/2020 $9,739 $9,810 The Lyon County State Bank 1
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Waddell & Reed, Inc. Registered in California
San Diego, CA Overland Park, KS View Report
Waddell & Reed, Inc. Registered in Nevada
Overland Park, KS View Report
Waddell & Reed, Inc. Registered in Idaho
Overland Park, KS San Diego, CA (1 more) View Report
W & R Insurance Agency, Inc. Registered in New Hampshire
San Diego, CA Overland Park, KS View Report
W & R Insurance Agency, Inc. Registered in Missouri
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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor • U.S. Small Business Administration
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