Word

SEI

Status

Registered

Status Code

700

Status Date

Tuesday, March 5, 2024

Serial Number

97026368

Registration Number

7323360

Registration Date

Tuesday, March 5, 2024

Mark Type

3000

Filing Date

Tuesday, September 14, 2021

Published for Opposition

Tuesday, April 26, 2022

Trademark Owner History

SEI Investments Developments, Inc. - Original Registrant

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

The mark consists of two rectangle boxes with a dot design in the top box and the wording "SEI" in the bottom box.

Trademark Events

Mar 5, 2024

Notice Of Registration Confirmation Emailed

Mar 5, 2024

Registered-Principal Register

Jan 27, 2024

Notice Of Acceptance Of Statement Of Use E-Mailed

Jan 26, 2024

Allowed Principal Register - Sou Accepted

Jan 5, 2024

Statement Of Use Processing Complete

Dec 14, 2023

Use Amendment Filed

Jan 5, 2024

Case Assigned To Intent To Use Paralegal

Dec 14, 2023

Teas Statement Of Use Received

Jun 22, 2023

Notice Of Approval Of Extension Request E-Mailed

Jun 20, 2023

Sou Extension 2 Granted

Jun 20, 2023

Sou Extension 2 Filed

Jun 20, 2023

Sou Teas Extension Received

Dec 22, 2022

Notice Of Approval Of Extension Request E-Mailed

Dec 20, 2022

Sou Extension 1 Granted

Dec 20, 2022

Sou Extension 1 Filed

Dec 20, 2022

Sou Teas Extension Received

Dec 13, 2022

Assigned To Examiner

Jun 21, 2022

Noa E-Mailed - Sou Required From Applicant

Apr 26, 2022

Official Gazette Publication Confirmation E-Mailed

Apr 26, 2022

Published For Opposition

Apr 6, 2022

Notification Of Notice Of Publication E-Mailed

Mar 22, 2022

Approved For Pub - Principal Register

Mar 21, 2022

Assigned To Examiner

Oct 21, 2021

Notice Of Design Search Code E-Mailed

Oct 20, 2021

New Application Office Supplied Data Entered

Sep 17, 2021

New Application Entered