TAXFICIENT SCORE Trademark

Trademark Overview

On Monday, November 13, 2017, a trademark application was filed for TAXFICIENT SCORE with the United States Patent and Trademark Office. The USPTO has given the TAXFICIENT SCORE trademark a serial number of 87681898. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, May 14, 2024. This trademark is owned by LifeYield, LLC. The TAXFICIENT SCORE trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for financial portfolio management
taxficient score

General Information

Serial Number87681898
Word MarkTAXFICIENT SCORE
Filing DateMonday, November 13, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, May 14, 2024
Registration Number5597290
Registration DateTuesday, October 30, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 13, 2018

Trademark Statements

NOT AVAILABLE"SCORE"
Goods and ServicesSoftware as a service (SAAS) services featuring software for financial portfolio management

Classification Information

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, November 22, 2017
Primary Code042
First Use Anywhere DateThursday, March 1, 2018
First Use In Commerce DateThursday, March 1, 2018

Trademark Owner History

Party NameSEI INVESTMENTS DEVELOPMENTS, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWILMINGTON, DE 19810
Party NameSEI LIFEYIELD, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02110
Party NameLifeYield, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02110
Party NameLifeYield, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02110
Party NameLifeYield, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02110

Trademark Events

Event DateEvent Description
Thursday, January 11, 2018NON-FINAL ACTION WRITTEN
Thursday, November 16, 2017NEW APPLICATION ENTERED
Wednesday, November 22, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 10, 2018ASSIGNED TO EXAMINER
Thursday, January 11, 2018NON-FINAL ACTION E-MAILED
Thursday, January 11, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, January 18, 2018EXAMINERS AMENDMENT -WRITTEN
Thursday, January 18, 2018EXAMINERS AMENDMENT E-MAILED
Thursday, January 18, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, January 18, 2018EXAMINER'S AMENDMENT ENTERED
Thursday, January 18, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 29, 2018ASSIGNED TO LIE
Thursday, August 9, 2018TEAS STATEMENT OF USE RECEIVED
Monday, February 5, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 21, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 13, 2018PUBLISHED FOR OPPOSITION
Tuesday, March 13, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 8, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, August 9, 2018USE AMENDMENT FILED
Friday, September 7, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, September 8, 2018STATEMENT OF USE PROCESSING COMPLETE
Thursday, September 27, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, September 28, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 30, 2018REGISTERED-PRINCIPAL REGISTER
Monday, February 10, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 30, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, November 9, 2023TEAS SECTION 8 & 15 RECEIVED
Tuesday, May 14, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, May 14, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, May 14, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, March 5, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, January 29, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

score taxficient software portfolio management financial services service saas featuring