WSFS WEALTH

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 23 Jul 2025)

What this means for you

Registered since 28 May 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87941797
Registration number
5761000
Mark type
Stylized text
Filed
30 May 2018
Published for opposition
12 Mar 2019
Registered
28 May 2019
Attorney of record
Sarah P. Harrell

Goods and services

  • Class 036 — Insurance and financial services: Credit and financial consultation; financial services, namely, brokerage of shares, stocks, bonds, mutual funds, and other securities, wealth management services, financial trust operations, trust management accounts; trust services, namely, investment services, processing trust asset distribution requests; estate trust management; financial asset management; trustee services to corporations; agency services to corporations in the nature of collateral agency services in the nature of holding collateral on behalf of lenders, escrow agent for maintaining escrow accounts for transactions between other parties, and financial transaction services, namely, providing secure securities payment options via a paying agent; fiduciary services to families and individuals, namely, fiduciary representative services; online financial wealth management services; investment services, namely, investment management services

Owner

Prior registrations

Prosecution history

  • 23 Jul 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 23 Jul 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 23 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 21 Mar 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 31 May 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 31 May 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 31 May 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 31 May 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 May 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 30 May 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 30 May 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 May 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 30 May 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 28 May 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 01 Jul 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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