REGISTERED
on 05 Mar 2024
Last Applicant/ Owned by
3519 Silverside Road
Wilmington
DE
19810
Serial Number
97026368 filed on 14th Sep 2021
Registration Number
7323360 registered on 05th Mar 2024
Correspondent Address
Kristin H. Altoff
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
SEI
Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning for reporting, and management of information; Providing temporary use of online, non-downloadable interactive software that features n Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning for reporting, and management of information; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; Providing temporary use of online non-downloadable interactive financial planning and investment software; 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
First Use Date in General
15th Nov 2021
First Use Date in Commerce
15th Nov 2021
Class [036]
Insurance & Financial Services
Asset allocation services in the nature of financial asset management; Financial advisory services in the nature of financial advisory and consultancy services; Financial analysis and financial consulting services in the nature of financial advice and consultancy services; Financial information and advisory services; Financial management services; Financial planning and investment advisory services; Financial planning services, namely, offering an integrated system providing fiscal assessment, evaluation, and monitoring; Financial portfolio management and analysis; Fixed income, mutual fund and equity trading services for others in the nature of electronic financial trading services; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Mutual fund brokerage; Mutual fund and securities investment services in the nature of mutual funds and capital investment and securities trading and investing services for others via the internet; Providing financial information; Providing financial information via a web site; Providing an interactive website featuring online financial advice and investment management services; Trust administration services in the nature of financial trust administration; Financial services, namely, wealth management services
First Use Date in General
15th Nov 2021
First Use Date in Commerce
15th Nov 2021
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable application software for use on mobile devices for providing access to investment and financial information and services; Downloadable computer application software for mobile phones and handheld computers, namely, software that provides financial and investment management advice; Downloadable computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management and investment management; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Downloadable computer software for accessing, processing, reporting, and management of trust account information over a global computer network; Downloadable computer software for providing access to investment and financial information and services; Downloadable computer software for providing information concerning securities transactions and holdings; Downloadable computer software for use in investment portfolio analysis; Downloadable computer software to be used in the employee benefit area for reporting, and management of information; Downloadable computer application software for managing investment portfolios
First Use Date in General
15th Nov 2021
First Use Date in Commerce
15th Nov 2021
Mark Details
Serial Number
No 97026368
Mark Type
No Service Mark
Attorney Docket Number
No 008333-0671
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Design Code(s)
26.01.02 -
Plain single line circles
26.11.13 -
Two rectangles
Legal History
| Status Date | Action Taken |
|---|---|
| 05th Mar 2024 | REGISTERED-PRINCIPAL REGISTER |
| 05th Mar 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 27th Jan 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 26th Jan 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 05th Jan 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 05th Jan 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 14th Dec 2023 | TEAS STATEMENT OF USE RECEIVED |
| 14th Dec 2023 | USE AMENDMENT FILED |
| 22nd Jun 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 20th Jun 2023 | SOU TEAS EXTENSION RECEIVED |