USPTO serial 87681898
TAXFICIENT SCORE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 30, 2018
- Examiner
- CALLERY, TIMOTHY JOHN
- Law office
- TMO LAW OFFICE 121
What this means
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.
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Current trademark owner
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Owner
SEI INVESTMENTS DEVELOPMENTS, INC.
WILMINGTON, DE
Other trademarks owned by SEI INVESTMENTS DEVELOPMENTS, INC.
BOSTON, MA
Boston, MA
Boston, MA
Boston, MA
Attorney of record
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 STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for financial portfolio management | ACTIVE | Mar 1, 2018 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by SEI INVESTMENTS DEVELOPMENTS, INC.
- Other trademarks owned by SEI LIFEYIELD, LLC
- Other trademarks owned by LifeYield, LLC
- Other trademarks owned by LifeYield, LLC
- Other trademarks owned by LifeYield, LLC
- Other trademarks in Class 042
- Similar marks named TAXFICIENT SCORE
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| 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 | — |
| May 14, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| May 14, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| May 14, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 9, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 30, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 10, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 30, 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. |
| Sep 28, 2018 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 27, 2018 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 8, 2018 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 7, 2018 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 9, 2018 | IUAF | USE AMENDMENT FILED | — |
| Aug 9, 2018 | 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. |
| May 8, 2018 | 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. |
| Mar 13, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 13, 2018 | 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. |
| Feb 21, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 5, 2018 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jan 29, 2018 | ALIE | ASSIGNED TO LIE | — |
| Jan 18, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 18, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jan 18, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jan 18, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jan 18, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 11, 2018 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 11, 2018 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 11, 2018 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 10, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 22, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 16, 2017 | NWAP | NEW APPLICATION ENTERED | — |