GOALFORWARD — 2276217
Application number
2276217
Registration number
TMA1363158
Type(s)
Standard Characters
Category
Trademark
CIPO Status
REGISTERED
TM5 status
LIVE/REGISTRATION/Issued
and Active
The trademark application has been registered with the Office.
Filed
2023-08-18
Registered
2025-11-28
Registration Expiry Date
2035-11-28
Registered Owner
SEI Investments Developments, Inc.
Ridgeley Building, Suite 101C
3519 Silverside Road
Wilmington, DE 19810
UNITED STATES OF AMERICA
Agent
DEETH WILLIAMS WALL LLP
150 YORK STREET, SUITE 400
TORONTO
ONTARIO M5H3S5
Documents
Index headings
- GOALFORWARD
- GOAL FORWARD
Services (Nice class & Statement)
- 36
- (1) 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 in the field of financial investments, financial investment counselling and financial planning; financial investment advisory services
- 42
- (2) 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
Action History
| Action | Action date | Due date | Comments |
|---|---|---|---|
| Filed | 2023-08-18 | ||
| Created | 2023-08-18 | ||
| Formalized | 2023-08-18 | ||
| Pre-Assessment Letter Sent | 2023-08-31 | Goods or Services Not Acceptable | |
| Search Recorded | 2025-06-23 | ||
| Approved | 2025-07-03 | APPROVED BY PROGRAM EX200M1 | |
| Approval Notice Sent | 2025-07-03 | APPROVED BY PROGRAM EX200M1 | |
| Advertised | 2025-09-10 | Vol.72 Issue 3698 | |
| Registration Pending | 2025-11-28 | ||
| Registered | 2025-11-28 | 2035-11-28 |