USPTO serial 98780559
SEI ACCESS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 28, 2026
- Examiner
- EVANKO, PATRICIA MALESARDI
- 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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Owner
SEI Investments Developments, Inc.
Wilmington, DE, US
Other trademarks owned by SEI Investments Developments, Inc.
SEI Investments Developments, Inc.
Wilmington, DE, US
Other trademarks owned by SEI Investments Developments, Inc.
SEI Investments Developments, Inc.
Wilmington, DE, US
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 |
|---|---|---|---|
| 035 | Provision of an online marketplace for the buyers and sellers of alternative investment products | ACTIVE | Dec 9, 2024 |
| 036 | Providing information regarding alternative investment offerings of equity or debt securities to financial intermediaries, financial advisors, and investors; Financial services, namely, facilitating financial transactions for securities via an online platform that connects issuers and their intermediaries with financial advisers and investors; Financial services, namely, conducting straight-through processing and data exchange for alternative investment transactions; Financial services, namely, raising equity capital for others; Collective investment trust services | ACTIVE | Dec 9, 2024 |
| 042 | Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations; Providing a website featuring online non-downloadable software that gives financial intermediaries, financial advisors, investors, asset managers, and issuers the ability to configure web functionality featuring user-defined information relating to alternative investment opportunities; Providing a website featuring online non-downloadable software and applications for use in facilitating alternative investment transactions; Providing a website featuring online non-downloadable software and applications for use in obtaining electronic signatures for investment transactions; Providing a website featuring online non-downloadable software and applications for use in conducting straight-through processing and data exchange for alternative investment transactions; Providing temporary use of online, non-downloadable software and applications to allow financial intermediaries, financial advisors, and investors to participate in or obtain information about alternative investments directly or on behalf of others; Providing temporary use of online, non-downloadable software and applications for the purpose of managing investor and investment information relating to alternative investment transactions; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to complete onboarding documentation and to manage, store and track documentation; Providing temporary use of online, non-downloadable software and applications for the purpose of completing onboarding documentation and for managing, storing and tracking documentation; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to track the buying and selling of securities; Platform as a services (PAAS) featuring computer software platforms for transactions processing, namely, vendor workflow management and document routing, countersigning service subscriptions and communicating with internal and external stakeholders regarding transactions; Platform as a services (PAAS) featuring computer software platforms for tracking downloads of documentation, tracking subscription status, exporting CSV data for transactions and storing documentation | ACTIVE | Dec 9, 2024 |
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 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named SEI ACCESS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 28, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Apr 28, 2026 | 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. |
| Apr 8, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 8, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 7, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 22, 2025 | IUAF | USE AMENDMENT FILED | — |
| Oct 22, 2025 | 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. |
| Jul 22, 2025 | 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. |
| May 27, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 27, 2025 | 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 21, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 25, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 25, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 25, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 25, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 25, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 16, 2025 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Apr 16, 2025 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Apr 16, 2025 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Apr 8, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 7, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 1, 2024 | NWAP | NEW APPLICATION ENTERED | — |