USPTO serial 99050283
SEI LIFEYIELD
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 21, 2025
- Examiner
- STANWOOD, STEPHEN D
- Law office
- FILE REPOSITORY (FRANCONIA)
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
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, NWWashington, DC 20004United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax consulting services | ACTIVE | Dec 11, 2024 |
| 036 | Financial advice relating to tax; Financial portfolio management; Providing financial information; Investment management | ACTIVE | Dec 11, 2024 |
| 042 | Software as a service (SAAS) services featuring software for financial portfolio management; Software as a service (SAAS) services featuring software for tax analysis and management; Application service provider featuring application programming interface (API) software for financial portfolio management; Application service provider featuring application programming interface (API) software for tax analysis and management; Software as a service (SAAS) services featuring software for providing financial information, financial management, investment management services, tax management services and retirement planning; Application service provider featuring application programming interface (API) software for providing financial information, financial management, investment management services, tax management services and retirement planning; Software as a service (SAAS) services featuring software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management; Application service provider featuring application programming interface (API) software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management | ACTIVE | Dec 11, 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 LIFEYIELD
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 21, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 21, 2025 | 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 2, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 2, 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. |
| Aug 27, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 28, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 28, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 17, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 21, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Feb 20, 2025 | NWAP | NEW APPLICATION ENTERED | — |