Serial Number
99050283
Owner
SEI Investments Developments, Inc.Attorney
Kristin H. AltoffFirst Use Date
Dec 11, 2024
Filing Date
Feb 20, 2025
SEI LIFEYIELD Trademark
Serial Number: 99050283 • Registration: 7993139
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
3519 Silverside Road, Ridgely Building
Wilmington, DE 19810
Entity Type: 03
Legal Representation
Correspondence Address
Kristin H. Altoff Morgan, Lewis & Bockius LLP
1111 Pennsylvania Avenue, NW
Washington, DC 20004
United States
Trademark Details
Filing Date
February 20, 2025
Registration Date
October 21, 2025
First Use Anywhere
December 11, 2024
First Use in Commerce
December 11, 2024
Published for Opposition
September 2, 2025
Goods & Services
Tax consulting services
Software as a service (SAAS) services featuring software for financial portfolio management; Software as a service (SAAS) services featuring software for tax analysis and management; Application service provider featuring application programming interface (API) software for financial portfolio management; Application service provider featuring application programming interface (API) software for tax analysis and management; Software as a service (SAAS) services featuring software for providing financial information, financial management, investment management services, tax management services and retirement planning; Application service provider featuring application programming interface (API) software for providing financial information, financial management, investment management services, tax management services and retirement planning; Software as a service (SAAS) services featuring software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management; Application service provider featuring application programming interface (API) software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management
Financial advice relating to tax; Financial portfolio management; Providing financial information; Investment management