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Official data from USPTO

TAXFICIENT SCORE

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

TAXFICIENT SCORE

ST13

US500000087681898

Class

42

Filing

87681898

Registration

5597290

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

32

Latest update

03/05/2025

Trademark type

Word

Nice classes

42

Filing date

11/13/2017

Registration date

10/30/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/14/2024

Last transaction

03/05/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

03/01/2018

First use in commerce

03/01/2018

Drawing code

4

Owner type

03

Owner location

WILMINGTON, DE

Examiner

CALLERY, TIMOTHY

Law office

N30

Current location

TMO LAW OFFICE 121

Holders and representatives

Holders

SEI INVESTMENTS DEVELOPMENTS, INC.
SEI LIFEYIELD, LLC
LifeYield, LLC

Representatives

Steven A. Abreu Sunstein LLP

Technical classification

Nice Classes

Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 42

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

Publications

History of USPTO decisions and trademark events.

32 publications found

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

03/05/2025

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

01/29/2025

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

05/14/2024

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

05/14/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

05/14/2024

E815

TEAS SECTION 8 & 15 RECEIVED

11/09/2023

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

10/30/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/10/2020

R.PR

REGISTERED-PRINCIPAL REGISTER

10/30/2018

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

09/28/2018

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

09/27/2018

SUPC

STATEMENT OF USE PROCESSING COMPLETE

09/08/2018

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

09/07/2018

IUAF

USE AMENDMENT FILED

08/09/2018

EISU

TEAS STATEMENT OF USE RECEIVED

08/09/2018

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

05/08/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/13/2018

PUBO

PUBLISHED FOR OPPOSITION

03/13/2018

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/21/2018

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

02/05/2018

ALIE

ASSIGNED TO LIE

01/29/2018

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/18/2018

XAEC

EXAMINER'S AMENDMENT ENTERED

01/18/2018

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

01/18/2018

GNEA

EXAMINERS AMENDMENT E-MAILED

01/18/2018

CNEA

EXAMINERS AMENDMENT -WRITTEN

01/18/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/11/2018

GNRT

NON-FINAL ACTION E-MAILED

01/11/2018

CNRT

NON-FINAL ACTION WRITTEN

01/11/2018

DOCK

ASSIGNED TO EXAMINER

01/10/2018

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/22/2017

NWAP

NEW APPLICATION ENTERED

11/16/2017

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