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 REGISTERED as of Tuesday, December 9, 2025. This trademark is owned by SEI Investments Developments, Inc.. The SEI SCOPE trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial information provided by electronic means; Financial portfolio analysis; Providing financial information; Financial affairs and monetary affairs, namely, financial information, management and analysis 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 fi...
sei scope

General Information


Serial Number97900366
Word MarkSEI SCOPE
Filing DateFriday, April 21, 2023
Status700 - REGISTERED
Status DateTuesday, December 9, 2025
Registration Number8061297
Registration DateTuesday, December 9, 2025
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 ServicesFinancial information provided by electronic means; Financial portfolio analysis; Providing financial information; Financial affairs and monetary affairs, namely, financial information, management and analysis services
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 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 DateTuesday, April 1, 2025
First Use In Commerce DateTuesday, April 1, 2025

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 DateTuesday, April 1, 2025
First Use In Commerce DateTuesday, April 1, 2025

Trademark Owner History


Party NameSEI Investments Developments, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWilmington, DE 19810

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
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 WRITTEN
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
Thursday, November 7, 2024SOU TEAS EXTENSION RECEIVED
Thursday, November 7, 2024SOU EXTENSION 1 FILED
Thursday, November 7, 2024SOU EXTENSION 1 GRANTED
Thursday, November 7, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, May 13, 2025TEAS STATEMENT OF USE RECEIVED
Thursday, October 16, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, May 13, 2025USE AMENDMENT FILED
Thursday, October 16, 2025STATEMENT OF USE PROCESSING COMPLETE
Tuesday, November 18, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, November 18, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 9, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, December 9, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED