USPTO serial 97026368
SEI
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 5, 2024
- Examiner
- EULIN, INGRID C
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
SEI Investments Developments, Inc.
Wilmington, DE
Other trademarks owned by SEI Investments Developments, Inc.
SEI Investments Developments, Inc.
Wilmington, DE
Other trademarks owned by SEI Investments Developments, Inc.
SEI Investments Developments, Inc.
Wilmington, DE
Other trademarks owned by SEI Investments Developments, Inc.
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kristin H. Altoff
Kristin H. Altoff MORGAN, LEWIS & BOCKIUS LLP1111 PENNSYLVANIA AVENUE, NWATTN: TMSUWASHINGTON, DC 20004Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable application software for use on mobile devices for providing access to investment and financial information and services; Downloadable computer application software for mobile phones and handheld computers, namely, software that provides financial and investment management advice; Downloadable computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management and investment management; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Downloadable computer software for accessing, processing, reporting, and management of trust account information over a global computer network; Downloadable computer software for providing access to investment and financial information and services; Downloadable computer software for providing information concerning securities transactions and holdings; Downloadable computer software for use in investment portfolio analysis; Downloadable computer software to be used in the employee benefit area for reporting, and management of information; Downloadable computer application software for managing investment portfolios | ACTIVE | Nov 15, 2021 |
| 036 | Asset allocation services in the nature of financial asset management; Financial advisory services in the nature of financial advisory and consultancy services; Financial analysis and financial consulting services in the nature of financial advice and consultancy services; Financial information and advisory services; Financial management services; Financial planning and investment advisory services; Financial planning services, namely, offering an integrated system providing fiscal assessment, evaluation, and monitoring; Financial portfolio management and analysis; Fixed income, mutual fund and equity trading services for others in the nature of electronic financial trading services; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Mutual fund brokerage; Mutual fund and securities investment services in the nature of mutual funds and capital investment and securities trading and investing services for others via the internet; Providing financial information; Providing financial information via a web site; Providing an interactive website featuring online financial advice and investment management services; Trust administration services in the nature of financial trust administration; Financial services, namely, wealth management services | ACTIVE | Nov 15, 2021 |
| 042 | Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning for reporting, and management of information; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; Providing temporary use of online non-downloadable interactive financial planning and investment software; Providing temporary use of online non-downloadable computer software for analyzing financial and investment information and for managing financial and investment information and portfolios; Providing temporary use of on-line non-downloadable Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Providing temporary use of on-line non-downloadable Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities | ACTIVE | Nov 15, 2021 |
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 Investments Developments, Inc.
- Other trademarks owned by SEI Investments Developments, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named SEI
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 5, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 5, 2024 | 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. |
| Jan 27, 2024 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 26, 2024 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jan 5, 2024 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 5, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 14, 2023 | IUAF | USE AMENDMENT FILED | — |
| Dec 14, 2023 | 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. |
| Jun 22, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 20, 2023 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jun 20, 2023 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jun 20, 2023 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 22, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 20, 2022 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Dec 20, 2022 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 20, 2022 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 13, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 21, 2022 | 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. |
| Apr 26, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 26, 2022 | 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. |
| Apr 6, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 22, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 21, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 21, 2021 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Oct 20, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 17, 2021 | NWAP | NEW APPLICATION ENTERED | — |