CFA INSTITUTE Trademark

Trademark Overview


On Friday, April 30, 2004, a trademark application was filed for CFA INSTITUTE with the United States Patent and Trademark Office. The USPTO has given the CFA INSTITUTE trademark a serial number of 78411439. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 16, 2014. This trademark is owned by Association for Investment Management and Research. The CFA INSTITUTE trademark is filed in the Paper & Printed Material Products, Advertising, Business and Retail Services, and Education & Entertainment Services categories with the following description:

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

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

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
cfa institute

General Information


Serial Number78411439
Word MarkCFA INSTITUTE
Filing DateFriday, April 30, 2004
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 16, 2014
Registration Number3308178
Registration DateTuesday, October 9, 2007
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, July 4, 2006

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"INSTITUTE"
Goods and ServicesPrinted 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 ServicesAssociation 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
Goods and ServicesEducational 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
Pseudo MarkCAREER FINANCIAL ANALYSIS INSTITUTE

Classification Information


International Class016 - 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 Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 16, 2014
Primary Code016
First Use Anywhere DateFriday, April 30, 2004
First Use In Commerce DateFriday, April 30, 2004

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 16, 2014
Primary Code035
First Use Anywhere DateFriday, April 30, 2004
First Use In Commerce DateFriday, April 30, 2004

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 16, 2014
Primary Code041
First Use Anywhere DateFriday, April 30, 2004
First Use In Commerce DateFriday, April 30, 2004

Trademark Owner History


Party NameCFA INSTITUTE
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressCHARLOTTESVILLE, VA 22903

Party NameCFA INSTITUTE
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressCHARLOTTESVILLE, VA 22903

Party NameCFA INSTITUTE
Party Type11 - New Owner Before Publication
Legal Entity Type99 - Other
AddressCHARLOTTESVILLE, VA 22903

Party NameAssociation for Investment Management and Research
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCharlottesville, VA 22903

Trademark Events


Event DateEvent Description
Friday, May 16, 2014CANCELLED SEC. 8 (6-YR)
Wednesday, September 8, 2010ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 8, 2010TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 9, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, September 4, 2007LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, September 4, 2007ASSIGNED TO LIE
Thursday, July 26, 2007ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, July 11, 2007STATEMENT OF USE PROCESSING COMPLETE
Friday, April 6, 2007USE AMENDMENT FILED
Friday, April 6, 2007TEAS STATEMENT OF USE RECEIVED
Tuesday, October 10, 2006NOA MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, August 30, 2006REVIEW OF CORRESPONDENCE COMPLETE
Wednesday, August 16, 2006FAX RECEIVED
Thursday, August 17, 2006WITHDRAWN FROM ISSUE - INCOMING CORR RECEIVED
Tuesday, July 4, 2006PUBLISHED FOR OPPOSITION
Wednesday, June 14, 2006NOTICE OF PUBLICATION
Tuesday, August 30, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, August 12, 2005ASSIGNED TO LIE
Monday, August 8, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, August 5, 2005AMENDMENT FROM APPLICANT ENTERED
Wednesday, July 27, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, July 27, 2005PAPER RECEIVED
Friday, June 10, 2005FINAL REFUSAL E-MAILED
Friday, June 10, 2005FINAL REFUSAL WRITTEN
Thursday, June 9, 2005AMENDMENT FROM APPLICANT ENTERED
Tuesday, May 31, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 31, 2005PAPER RECEIVED
Tuesday, November 30, 2004NON-FINAL ACTION E-MAILED
Tuesday, November 30, 2004NON-FINAL ACTION WRITTEN
Monday, November 29, 2004ASSIGNED TO EXAMINER
Thursday, May 20, 2004PAPER RECEIVED
Friday, May 7, 2004NEW APPLICATION ENTERED IN TRAM