| Serial Number | 97900366 |
| Word Mark | SEI SCOPE |
| Filing Date | Friday, April 21, 2023 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Thursday, November 7, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 19, 2024 |
| Goods and Services | 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; |
| Goods and Services | 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 |
| Goods and Services | 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 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. |
| 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, May 17, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, May 17, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, May 17, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, April 25, 2023 | NEW APPLICATION ENTERED |
| Wednesday, May 17, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 19, 2024 | ASSIGNED TO EXAMINER |
| Friday, January 26, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, January 26, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, January 26, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, January 30, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, January 30, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 30, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 30, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, February 10, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 28, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, February 28, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 19, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 19, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 14, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, November 7, 2024 | SOU TEAS EXTENSION RECEIVED |
| Thursday, November 7, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, November 7, 2024 | SOU EXTENSION 1 FILED |
| Thursday, November 7, 2024 | SOU EXTENSION 1 GRANTED |