Word

1 SEI

Status

Dead

Status Code

606

Status Date

Monday, February 7, 2022

Serial Number

90166506

Mark Type

4000

Filing Date

Tuesday, September 8, 2020

Published for Opposition

Tuesday, May 11, 2021

Abandoned Date

Monday, February 7, 2022

Trademark Owner History

SEI Investments Developments, Inc. - Owner At Publication

Classifications

9 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

36 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

42 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

ONE SEI

Trademark Events

Feb 7, 2022

Abandonment Notice E-Mailed - No Use Statement Filed

Feb 7, 2022

Abandonment - No Use Statement Filed

Jul 6, 2021

Noa E-Mailed - Sou Required From Applicant

May 11, 2021

Official Gazette Publication Confirmation E-Mailed

May 11, 2021

Published For Opposition

Apr 21, 2021

Notification Of Notice Of Publication E-Mailed

Apr 6, 2021

Approved For Pub - Principal Register

Mar 13, 2021

Teas/Email Correspondence Entered

Mar 12, 2021

Correspondence Received In Law Office

Mar 12, 2021

Teas Response To Office Action Received

Jan 29, 2021

Notification Of Non-Final Action E-Mailed

Jan 29, 2021

Non-Final Action E-Mailed

Jan 29, 2021

Non-Final Action Written

Jan 14, 2021

Assigned To Examiner

Oct 14, 2020

New Application Office Supplied Data Entered In Tram

Sep 11, 2020

New Application Entered In Tram