| Serial Number | 88121144 |
| Word Mark | LIFEYIELD TAX-SMART ASSET LOCATION |
| Filing Date | Tuesday, September 18, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 5, 2019 |
| Registration Number | 5904808 |
| Registration Date | Tuesday, November 5, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 12, 2019 |
| Pseudo Mark | LIFE YIELD TAX-SMART ASSET LOCATION |
| NOT AVAILABLE | "ASSET LOCATION" |
| Goods and Services | Software as a service (SAAS) services featuring software for financial portfolio management |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, September 24, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, July 18, 2019 |
| First Use In Commerce Date | Thursday, July 18, 2019 |
| Party Name | SEI INVESTMENTS DEVELOPMENTS, INC. |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | WILMINGTON, DE 19810 |
| Party Name | SEI LIFEYIELD, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 |
| Party Name | LifeYield, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02110 |
| Party Name | LifeYield, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02110 |
| Party Name | LifeYield, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02110 |
| Event Date | Event Description |
| Sunday, December 30, 2018 | ASSIGNED TO EXAMINER |
| Friday, September 21, 2018 | NEW APPLICATION ENTERED |
| Monday, September 24, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, December 30, 2018 | NON-FINAL ACTION WRITTEN |
| Sunday, December 30, 2018 | NON-FINAL ACTION E-MAILED |
| Sunday, December 30, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 7, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 7, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 7, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, January 17, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 1, 2019 | ASSIGNED TO LIE |
| Wednesday, February 20, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 12, 2019 | PUBLISHED FOR OPPOSITION |
| Monday, August 26, 2019 | USE AMENDMENT FILED |
| Tuesday, March 12, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 7, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, August 26, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Friday, September 20, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, September 19, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, September 30, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, October 1, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, November 5, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 10, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, March 5, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, November 5, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, January 29, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |