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GOALFORWARD
FORMALIZED

on 18 Aug 2023

Last Applicant/ Owned by

SEI INVESTMENTS DEVELOPMENTS INC.

Ridgeley Building, Suite 101C3519 Silverside RoadWilmington, DE 19810

US

Serial Number

2276217 filed on 18th Aug 2023

Correspondent Address

150 YORK STREET, SUITE 400TORONTO

ONTARIO

CA

M5H3S5

GOALFORWARD

Trademark usage description

financial services, namely, administration and distribution of retirement savings plans; financial consulting in the field of retirement savings plans Read More

Classification Information


Class [036]
Financial services, namely, administration and distribution of retirement savings plans; financial consulting in the field of retirement savings plans; providing financial information and advisory services; financial investment advisory services


Classification kind code

12

Class [042]
Providing online non-downloadable computer software platforms for retirement savings plan management and administration, namely, onboarding plans and members, assessing risk tolerance and capacity, selecting investment options, reporting on and analyzing investments, financial planning, providing investment information and financial information, and providing of educational materials in the field of investment, retirement savings and general investing topics


Classification kind code

12

Mark Details


Serial Number

2276217

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 287
on 31st Aug 2023
Pre-Assessment Letter Sent
Submitted for opposition 30
on 18th Aug 2023
Filed
Submitted for opposition 1
on 18th Aug 2023
Created
Submitted for opposition 31
on 18th Aug 2023
Formalized