| 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 | 3 - 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 |
| 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 | 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 |
| Thursday, December 1, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 8, 2012 | ASSIGNED TO EXAMINER |
| Wednesday, March 14, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 25, 2011 | NEW APPLICATION ENTERED |
| Friday, December 2, 2011 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Monday, March 12, 2012 | PRIORITY ACTION WRITTEN |
| Monday, March 12, 2012 | PRIORITY ACTION E-MAILED |
| Monday, March 12, 2012 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Tuesday, March 13, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 13, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 4, 2013 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, March 14, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, March 31, 2012 | ASSIGNED TO LIE |
| Saturday, March 31, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, April 18, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 8, 2012 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 8, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 3, 2012 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, December 12, 2012 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, December 12, 2012 | USE AMENDMENT FILED |
| Monday, January 7, 2013 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, January 16, 2013 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, January 22, 2013 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Wednesday, January 23, 2013 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, February 26, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 26, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, March 30, 2018 | COUNTERCLAIM OPP. NO. 999999 |
| Friday, October 5, 2018 | NOTICE OF SUIT |
| Tuesday, February 19, 2019 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, March 26, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, July 1, 2019 | POST REGISTRATION ACTION MAILED - SEC. 15 |
| Friday, June 21, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, June 21, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, July 1, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, November 17, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 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 CORRESPONDENCE RECEIVED |
| Wednesday, November 17, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, July 16, 2019 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Monday, October 21, 2019 | REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD |
| Saturday, February 26, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, January 18, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, August 7, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, August 7, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, August 7, 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, August 7, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |