SEI ACCESS

Live / Registered — Registered (as of 28 Apr 2026)

What this means for you

Registered since 28 Apr 2026. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 28 Apr 2032: the §8 declaration of use).

Record

Serial number
98780559
Registration number
8235107
Mark type
Word mark
Filed
01 Oct 2024
Published for opposition
27 May 2025
Registered
28 Apr 2026
Next maintenance filing
§8 declaration of use, due by 28 Apr 2032 (grace period to 28 Oct 2032)
Attorney of record
Kristin H. Altoff

Goods and services

  • Class 035 — Advertising and business services: Provision of an online marketplace for the buyers and sellers of alternative investment products
  • Class 036 — Insurance and financial services: Providing information regarding alternative investment offerings of equity or debt securities to financial intermediaries, financial advisors, and investors; Financial services, namely, facilitating financial transactions for securities via an online platform that connects issuers and their intermediaries with financial advisers and investors; Financial services, namely, conducting straight-through processing and data exchange for alternative investment transactions; Financial services, namely, raising equity capital for others; Collective investment trust services
  • Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations; Providing a website featuring online non-downloadable software that gives financial intermediaries, financial advisors, investors, asset managers, and issuers the ability to configure web functionality featuring user-defined information relating to alternative investment opportunities; Providing a website featuring online non-downloadable software and applications for use in facilitating alternative investment transactions; Providing a website featuring online non-downloadable software and applications for use in obtaining electronic signatures for investment transactions; Providing a website featuring online non-downloadable software and applications for use in conducting straight-through processing and data exchange for alternative investment transactions; Providing temporary use of online, non-downloadable software and applications to allow financial intermediaries, financial advisors, and investors to participate in or obtain information about alternative investments directly or on behalf of others; Providing temporary use of online, non-downloadable software and applications for the purpose of managing investor and investment information relating to alternative investment transactions; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to complete onboarding documentation and to manage, store and track documentation; Providing temporary use of online, non-downloadable software and applications for the purpose of completing onboarding documentation and for managing, storing and tracking documentation; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to track the buying and selling of securities; Platform as a services (PAAS) featuring computer software platforms for transactions processing, namely, vendor workflow management and document routing, countersigning service subscriptions and communicating with internal and external stakeholders regarding transactions; Platform as a services (PAAS) featuring computer software platforms for tracking downloads of documentation, tracking subscription status, exporting CSV data for transactions and storing documentation

Owner

Prosecution history

  • 28 Apr 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 28 Apr 2026 — REGISTERED-PRINCIPAL REGISTER
  • 08 Apr 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 08 Apr 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 07 Apr 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 22 Oct 2025 — USE AMENDMENT FILED
  • 22 Oct 2025 — TEAS STATEMENT OF USE RECEIVED
  • 22 Jul 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 27 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 27 May 2025 — PUBLISHED FOR OPPOSITION
  • 21 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 25 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 25 Apr 2025 — EXAMINER'S AMENDMENT ENTERED
  • 25 Apr 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 25 Apr 2025 — EXAMINERS AMENDMENT E-MAILED

View this trademark record on Rightsy