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CFA INSTITUTE
Live/Registered
REGISTERED AND RENEWED

on 07 Aug 2023

Last Applicant/ Owned by

915 East High Street

Charlottesville

VA

22902

Serial Number

85478638 filed on 22nd Nov 2011

Registration Number

4296372 registered on 26th Feb 2013

in the Principal Register

Correspondent Address

Andrew J. Avsec

CROWELL & MORNING LLP

P.O. Box 10395

Chicago, IL 60610-0395

Filing Basis

1. intent to use

2. use application currently

Disclaimer

"INSTITUTE"

CFA INSTITUTE

"INSTITUTE" Association services, namely, the promotion of professional standards and practices and providing career information in the fields of investment management and financial analysis; promoting the interests of investment professionals and financial analysts Color is not claimed as a feature of the mark. Printed publications, namely, newsletters, brochures, books, digest books, and mono Read More

Classification Information


Class [041]
Education and Entertainment Services


Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the fields of investment management and financial analysis and distributing course materials in connection therewith


First Use Date in General

07th May 2012

First Use Date in Commerce

07th May 2012

Class [035]
Advertising, Business & Retail Services


Association services, namely, the promotion of professional standards and practices and providing career information in the fields of investment management and financial analysis; promoting the interests of investment professionals and financial analysts


First Use Date in General

07th May 2012

First Use Date in Commerce

07th May 2012

Class [016]
Paper Goods and Printed Material


Printed publications, namely, newsletters, brochures, books, digest books, and monographs in the fields of investment management and financial analysis and in support of the interests of investment professionals and financial analysts


First Use Date in General

18th May 2012

First Use Date in Commerce

18th May 2012

Specimens


CFA INSTITUTE specimenCFA INSTITUTE specimenCFA INSTITUTE specimen

Mark Details


Serial Number

No 85478638

Mark Type

No Service Mark

Attorney Docket Number

No 516861.00026

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)

26.01.12 -

Circles with bars, bands and lines

Description of Design Search

The mark consists of a stylized circular design consisting of seven set of bars that have three lines of different lengths in each bar; to the right of the design are the words "CFA INSTITUTE".

Legal History


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Status DateAction Taken
07th Aug 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07th Aug 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
07th Aug 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
07th Aug 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
18th Jan 2023TEAS SECTION 8 & 9 RECEIVED
26th Feb 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
17th Nov 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
17th Nov 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
17th Nov 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
17th Nov 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED