SEI SCOPE Trademark

Trademark Overview


On Friday, April 21, 2023, a trademark application was filed for SEI SCOPE with the United States Patent and Trademark Office. The USPTO has given the SEI SCOPE trademark a serial number of 97900366. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, May 14, 2024. This trademark is owned by SEI Investments Developments, Inc.. The SEI SCOPE trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable application software for use on mobile devices for providing access to investment and financial information and services; Downloadable 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 mobile applications for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Downloadable mobile applications for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Downloadable mobile applications for providing access to investment and financial information and services; Downloadable mobile applications for use in investment portfolio analysis; Downloadable mobile applications for managing investment portfolios;

Asset allocation services in the nature of financial asset management; Financial management services; Financial management in the nature of financial performance management; Financial information provided by electronic means; Financial portfolio management and analysis; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Providing financial information; Investment fund administration; Transfer agency services rendered to issuers of investment securities; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Providing investors with financial information

Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial and investment services, namely, financial information, financial management, investment and wealth management services for reporting and management of information; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of financial information and transactions; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments; 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 fi...
sei scope

General Information


Serial Number97900366
Word MarkSEI SCOPE
Filing DateFriday, April 21, 2023
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, May 14, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 19, 2024

Trademark Statements


Goods and ServicesDownloadable application software for use on mobile devices for providing access to investment and financial information and services; Downloadable 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 mobile applications for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Downloadable mobile applications for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Downloadable mobile applications for providing access to investment and financial information and services; Downloadable mobile applications for use in investment portfolio analysis; Downloadable mobile applications for managing investment portfolios;
Goods and ServicesAsset allocation services in the nature of financial asset management; Financial management services; Financial management in the nature of financial performance management; Financial information provided by electronic means; Financial portfolio management and analysis; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Providing financial information; Investment fund administration; Transfer agency services rendered to issuers of investment securities; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Providing investors with financial information
Goods and ServicesProviding temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial and investment services, namely, financial information, financial management, investment and wealth management services for reporting and management of information; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of financial information and transactions; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments; 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; Software as a service featuring software for use in online accessing of market data, pricing data, market reports and analytics; Providing temporary use of on-line non-downloadable computer software for document management.

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateWednesday, May 17, 2023
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 17, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, May 17, 2023
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameSEI Investments Developments, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWilmington, DE 19810

Party NameSEI Investments Developments, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWilmington, DE 19810

Trademark Events


Event DateEvent Description
Friday, January 26, 2024NON-FINAL ACTION WRITTEN
Tuesday, April 25, 2023NEW APPLICATION ENTERED
Wednesday, May 17, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 19, 2024ASSIGNED TO EXAMINER
Friday, January 26, 2024NON-FINAL ACTION E-MAILED
Friday, January 26, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 30, 2024EXAMINERS AMENDMENT -WRITTEN
Tuesday, January 30, 2024EXAMINERS AMENDMENT E-MAILED
Tuesday, January 30, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, January 30, 2024EXAMINER'S AMENDMENT ENTERED
Saturday, February 10, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 28, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, February 28, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 19, 2024PUBLISHED FOR OPPOSITION
Tuesday, March 19, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 14, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT