| Serial Number | 97026368 |
| Word Mark | SEI |
| Filing Date | Tuesday, September 14, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 5, 2024 |
| Registration Number | 7323360 |
| Registration Date | Tuesday, March 5, 2024 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 26, 2022 |
| Description of Mark | The mark consists of two rectangle boxes with a dot design in the top box and the wording "SEI" in the bottom box. |
| Goods and Services | 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 |
| Goods and Services | 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 |
| Goods and Services | 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 |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 20, 2021 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, November 15, 2021 |
| First Use In Commerce Date | Monday, November 15, 2021 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 20, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 15, 2021 |
| First Use In Commerce Date | Monday, November 15, 2021 |
| 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 | Wednesday, October 20, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, November 15, 2021 |
| First Use In Commerce Date | Monday, November 15, 2021 |
| Party Name | SEI Investments Developments, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Wilmington, DE 19810 |
| Party Name | SEI Investments Developments, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Wilmington, DE 19810 |
| Party Name | SEI Investments Developments, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Wilmington, DE 19810 |
| Event Date | Event Description |
| Tuesday, March 5, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, March 5, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, January 27, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, January 26, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, January 5, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, December 14, 2023 | USE AMENDMENT FILED |
| Friday, January 5, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, December 14, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, June 22, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, June 20, 2023 | SOU EXTENSION 2 GRANTED |
| Tuesday, June 20, 2023 | SOU EXTENSION 2 FILED |
| Tuesday, June 20, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, December 22, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, December 20, 2022 | SOU EXTENSION 1 GRANTED |
| Tuesday, December 20, 2022 | SOU EXTENSION 1 FILED |
| Tuesday, December 20, 2022 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, December 13, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, June 21, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 26, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 26, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 6, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 22, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 21, 2022 | ASSIGNED TO EXAMINER |
| Thursday, October 21, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, October 20, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 17, 2021 | NEW APPLICATION ENTERED |