WSFS WEALTH CLIENT MANAGEMENT Trademark

Trademark Overview

On Wednesday, May 30, 2018, a trademark application was filed for WSFS WEALTH CLIENT MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the WSFS WEALTH CLIENT MANAGEMENT trademark a serial number of 87941950. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 12, 2025. This trademark is owned by Wilmington Savings Fund Society, FSB. The WSFS WEALTH CLIENT MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

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
wsfs wealth client management

General Information

Serial Number87941950
Word MarkWSFS WEALTH CLIENT MANAGEMENT
Filing DateWednesday, May 30, 2018
Status710 - CANCELLED - SECTION 8
Status DateFriday, December 12, 2025
Registration Number5761002
Registration DateTuesday, May 28, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 12, 2019

Trademark Statements

Pseudo MarkWILMINGTON SAVINGS FUND SOCIETY WEALTH CLIENT MANAGEMENT
NOT AVAILABLE"WEALTH CLIENT MANAGEMENT"
Goods and ServicesCredit 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

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, December 12, 2025
Primary Code036
First Use Anywhere DateThursday, November 30, 2017
First Use In Commerce DateThursday, November 30, 2017

Trademark Owner History

Party NameWilmington Savings Fund Society, FSB
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressWILMINGTON, DE 19801
Party NameWilmington Savings Fund Society, FSB
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressWilmington, DE 19801
Party NameWilmington Savings Fund Society, FSB
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressWilmington, DE 19801

Trademark Events

Event DateEvent Description
Saturday, June 2, 2018NEW APPLICATION ENTERED
Wednesday, June 6, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 18, 2018ASSIGNED TO EXAMINER
Thursday, September 20, 2018EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Thursday, September 20, 2018EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, September 20, 2018NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, September 20, 2018ASSIGNED TO LIE
Thursday, September 20, 2018COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
Thursday, October 25, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 30, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 30, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, November 15, 2018FINAL REFUSAL WRITTEN
Thursday, November 15, 2018FINAL REFUSAL E-MAILED
Thursday, November 15, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, January 15, 2019TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, January 15, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 16, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 5, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 6, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 20, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 12, 2019PUBLISHED FOR OPPOSITION
Tuesday, March 12, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 28, 2019REGISTERED-PRINCIPAL REGISTER
Friday, July 1, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, July 1, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, July 1, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, July 1, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 28, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, May 30, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, May 30, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, May 30, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, May 30, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, May 30, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, May 31, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, May 31, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, May 31, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, May 31, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, December 12, 2025CANCELLED SEC. 8 (6-YR)

Related Keywords

management client wealth wsfs services financial namely trust investment nature escrow accounts agency