WAFD WEALTH & TRUST
Live / Applied — Non-final action mailed (as of 26 Feb 2026)
What this means for you
Not registered yet, but its 03 Oct 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99427565
- Mark type
- Stylized text
- Filed
- 03 Oct 2025
- Attorney of record
- Lori S. Kozak
Goods and services
- Class 036 — Insurance and financial services: Financial wealth management services, financial planning, preparing financial reports for others, investment management, funds investment, investment consultation and advice, investment banking services, providing information in the fields of wealth management, investments, finance and banking; financial trust planning, financial trust administration, estate trust planning, estate trust management, investment trusteeship
Owner
- WaFd, Inc., Seattle, WA, US
Prior registrations
Prosecution history
- 26 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 26 Feb 2026 — NON-FINAL ACTION E-MAILED
- 26 Feb 2026 — NON-FINAL ACTION WRITTEN
- 24 Feb 2026 — ASSIGNED TO EXAMINER
- 22 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 03 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 03 Oct 2025 — NEW APPLICATION ENTERED