USPTO serial 87328095
Reviewed by CopyMark Law Group
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Boston, MA
Boston, MA
Boston, MA
SEI INVESTMENTS DEVELOPMENTS, INC.
WILMINGTON, DE
Other trademarks owned by SEI INVESTMENTS DEVELOPMENTS, INC.
BOSTON, MA
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Steven A. Abreu
Steven A. Abreu Sunstein LLP100 High StreetBOSTON, MA 02110UNITED STATES| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for financial portfolio management | ACTIVE | Apr 1, 2017 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 5, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 29, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 19, 2023 | NURC | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED | — |
| Nov 13, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Nov 13, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 13, 2023 | A7OK | AMENDMENT UNDER SECTION 7 - PROCESSED | — |
| Nov 6, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 9, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 9, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 9, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 9, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 9, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 9, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 9, 2023 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Jan 16, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 10, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 16, 2018 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Dec 12, 2017 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Dec 11, 2017 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 2, 2017 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 1, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 16, 2017 | IUAF | USE AMENDMENT FILED | — |
| Nov 16, 2017 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Aug 15, 2017 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jun 20, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 20, 2017 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| May 31, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 11, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 4, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 14, 2017 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Feb 13, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 13, 2017 | NWAP | NEW APPLICATION ENTERED | — |