TAXFICIENT SCORE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 14 May 2024)
What this means for you
Registered since 30 Oct 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87681898
- Registration number
- 5597290
- Mark type
- Stylized text
- Filed
- 13 Nov 2017
- Published for opposition
- 13 Mar 2018
- Registered
- 30 Oct 2018
- Attorney of record
- Steven A. Abreu
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for financial portfolio management
Owner
- SEI INVESTMENTS DEVELOPMENTS, INC., WILMINGTON, DE, US
- SEI LIFEYIELD, LLC, BOSTON, MA, US
- LifeYield, LLC, Boston, MA, US
- LifeYield, LLC, Boston, MA, US
- LifeYield, LLC, Boston, MA, US
Prosecution history
- 05 Mar 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 29 Jan 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 14 May 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 14 May 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 14 May 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 09 Nov 2023 — TEAS SECTION 8 & 15 RECEIVED
- 30 Oct 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 10 Feb 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 30 Oct 2018 — REGISTERED-PRINCIPAL REGISTER
- 28 Sept 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 27 Sept 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 08 Sept 2018 — STATEMENT OF USE PROCESSING COMPLETE
- 09 Aug 2018 — USE AMENDMENT FILED
- 07 Sept 2018 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 09 Aug 2018 — TEAS STATEMENT OF USE RECEIVED