| Serial Number | 78411289 |
| Word Mark | CFA INSTITUTE |
| Filing Date | Friday, April 30, 2004 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, February 8, 2017 |
| Registration Number | 3202615 |
| Registration Date | Tuesday, January 23, 2007 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 10, 2006 |
| Goods and 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 |
| Goods and Services | 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 |
| Goods and 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 |
| NOT AVAILABLE | "INSTITUTE" |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 7, 2004 |
| Primary Code | 016 |
| First Use Anywhere Date | Tuesday, June 1, 2004 |
| First Use In Commerce Date | Tuesday, June 1, 2004 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 7, 2004 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, June 1, 2004 |
| First Use In Commerce Date | Tuesday, June 1, 2004 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 7, 2004 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, June 1, 2004 |
| First Use In Commerce Date | Tuesday, June 1, 2004 |
| Party Name | CFA INSTITUTE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Charlottesville, VA 22902 |
| Party Name | CFA INSTITUTE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | CHARLOTTESVILLE, VA 22903 |
| Party Name | CFA INSTITUTE |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 99 - Other |
| Address | CHARLOTTESVILLE, VA 22903 |
| Party Name | Association for Investment Management and Research |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Charlottesville, VA 22903 |
| Event Date | Event Description |
| Friday, June 17, 2005 | FINAL REFUSAL E-MAILED |
| Friday, May 7, 2004 | NEW APPLICATION ENTERED |
| Thursday, May 20, 2004 | PAPER RECEIVED |
| Monday, November 29, 2004 | ASSIGNED TO EXAMINER |
| Wednesday, December 1, 2004 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Wednesday, December 1, 2004 | EXAMINER'S AMENDMENT AND/OR PRIORITY ACTION E-MAILED |
| Wednesday, June 1, 2005 | PAPER RECEIVED |
| Wednesday, June 1, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 14, 2005 | AMENDMENT FROM APPLICANT ENTERED |
| Friday, June 17, 2005 | FINAL REFUSAL WRITTEN |
| Tuesday, October 3, 2006 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 3, 2006 | USE AMENDMENT FILED |
| Friday, November 4, 2005 | PAPER RECEIVED |
| Friday, November 4, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 16, 2005 | AMENDMENT FROM APPLICANT ENTERED |
| Wednesday, November 16, 2005 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 18, 2005 | ASSIGNED TO LIE |
| Wednesday, November 23, 2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, December 21, 2005 | NOTICE OF PUBLICATION |
| Tuesday, January 10, 2006 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 4, 2006 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 21, 2006 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, January 25, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, December 4, 2006 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, December 14, 2006 | ASSIGNED TO LIE |
| Thursday, December 14, 2006 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Tuesday, January 23, 2007 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 8, 2010 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, September 8, 2010 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, January 8, 2013 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, March 30, 2018 | COUNTERCLAIM OPP. NO. 999999 |
| Friday, October 5, 2018 | NOTICE OF SUIT |
| Friday, March 6, 2020 | NOTICE OF SUIT |
| Wednesday, November 17, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, November 17, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, November 17, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, November 17, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, November 17, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, January 25, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, January 25, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, January 23, 2016 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, December 6, 2016 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, February 8, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, February 8, 2017 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, February 8, 2017 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, February 8, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |