| Serial Number | 85478638 |
| Word Mark | CFA INSTITUTE |
| Filing Date | Tuesday, November 22, 2011 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, August 7, 2023 |
| Registration Number | 4296372 |
| Registration Date | Tuesday, February 26, 2013 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 8, 2012 |
| 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 |
| Description of Mark | 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". |
| 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 |
| Disclaimer with Predetermined Text | "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 | Thursday, December 1, 2011 |
| Primary Code | 016 |
| First Use Anywhere Date | Friday, May 18, 2012 |
| First Use In Commerce Date | Friday, May 18, 2012 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 1, 2011 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, May 7, 2012 |
| First Use In Commerce Date | Monday, May 7, 2012 |
| 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 | Thursday, December 1, 2011 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, May 7, 2012 |
| First Use In Commerce Date | Monday, May 7, 2012 |
| 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 | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Charlottesville, VA 22903 |
| Event Date | Event Description |
| Monday, August 7, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Monday, August 7, 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, August 7, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, August 7, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, January 18, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, February 26, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, November 17, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, November 17, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, November 17, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, November 17, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, November 17, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, October 21, 2019 | REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD |
| Tuesday, July 16, 2019 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Monday, July 1, 2019 | POST REGISTRATION ACTION MAILED - SEC. 15 |
| Monday, July 1, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, June 21, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, June 21, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, March 26, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, February 19, 2019 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, October 5, 2018 | NOTICE OF SUIT |
| Friday, March 30, 2018 | COUNTERCLAIM OPP. NO. 999999 |
| Monday, February 26, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 26, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, January 23, 2013 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, January 22, 2013 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Wednesday, January 16, 2013 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, January 7, 2013 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, December 12, 2012 | USE AMENDMENT FILED |
| Friday, January 4, 2013 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, December 12, 2012 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 3, 2012 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, May 8, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 8, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 18, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, March 31, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, March 31, 2012 | ASSIGNED TO LIE |
| Wednesday, March 14, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 14, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 13, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 13, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, March 12, 2012 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Monday, March 12, 2012 | PRIORITY ACTION E-MAILED |
| Monday, March 12, 2012 | PRIORITY ACTION WRITTEN |
| Thursday, March 8, 2012 | ASSIGNED TO EXAMINER |
| Friday, December 2, 2011 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Thursday, December 1, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 25, 2011 | NEW APPLICATION ENTERED |