| Serial Number | 87630297 |
| Word Mark | TAXFICIENT |
| Filing Date | Monday, October 2, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, May 16, 2025 |
| Registration Number | 5597152 |
| Registration Date | Tuesday, October 30, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 20, 2018 |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, May 16, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, March 1, 2018 |
| First Use In Commerce Date | Thursday, March 1, 2018 |
| 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 |
| Thursday, October 5, 2017 | NEW APPLICATION ENTERED |
| Friday, October 6, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 10, 2018 | ASSIGNED TO EXAMINER |
| Thursday, January 11, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 31, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 20, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 20, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, August 9, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, August 9, 2018 | USE AMENDMENT FILED |
| Friday, September 7, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, September 7, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, September 28, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 30, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 10, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, April 17, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, September 27, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, October 30, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, May 16, 2025 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, March 5, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, January 29, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |