CFA SOCIETY Trademark

Trademark Overview


On Wednesday, March 18, 2015, a trademark application was filed for CFA SOCIETY with the United States Patent and Trademark Office. The USPTO has given the CFA SOCIETY trademark a serial number of 86568631. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, May 4, 2022. This trademark is owned by CFA Institute. The CFA SOCIETY trademark is filed in the Paper & Printed Material Products, Advertising, Business and Retail Services, and Education & Entertainment Services categories with the following description:

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

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; providing networking opportunities and employment information for individuals in the fields of investment management and financial analysis
cfa society

General Information


Serial Number86568631
Word MarkCFA SOCIETY
Filing DateWednesday, March 18, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, May 4, 2022
Registration Number4850185
Registration DateTuesday, November 10, 2015
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 25, 2015

Trademark Statements


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
Certificate of Correction for RegistrationIn the statement, for classes 16, 35 and 41 "FIRST USE ANYWHERE DATE 00/00/1952: FIRST USE IN COMMERCE DATE 00/00/1952" should be deleted, and classes 16, 35 and 41 "FIRST USE ANYWHERE DATE 00/00/2004: FIRST USE IN COMMERCE DATE 00/00/2004" should be inserted.
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; providing networking opportunities and employment information for individuals in the fields of investment management and financial analysis
Disclaimer with Predetermined Text"SOCIETY"

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 Code6 - Active
Class Status DateFriday, March 27, 2015
Primary Code016
First Use Anywhere DateSunday, November 30, 2003
First Use In Commerce DateSunday, November 30, 2003

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 27, 2015
Primary Code035
First Use Anywhere DateSunday, November 30, 2003
First Use In Commerce DateSunday, November 30, 2003

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, March 27, 2015
Primary Code041
First Use Anywhere DateSunday, November 30, 2003
First Use In Commerce DateSunday, November 30, 2003

Trademark Owner History


Party NameCFA Institute
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressCharlottesville, VA 22902

Party NameCFA Institute
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressCharlottesville, VA 22902

Party NameCFA Institute
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressCharlottesville, VA 22902

Trademark Events


Event DateEvent Description
Wednesday, May 4, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, May 4, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, May 4, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, November 10, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, November 10, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, March 30, 2016CORRECTION UNDER SECTION 7 ¿ PROCESSED
Wednesday, March 30, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, February 3, 2016TEAS SECTION 7 REQUEST RECEIVED
Tuesday, November 10, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, August 25, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 25, 2015PUBLISHED FOR OPPOSITION
Wednesday, August 5, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, July 22, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, July 20, 2015ASSIGNED TO LIE
Monday, July 6, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 30, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, June 30, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 30, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, June 28, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, June 28, 2015NON-FINAL ACTION E-MAILED
Sunday, June 28, 2015NON-FINAL ACTION WRITTEN
Monday, June 22, 2015ASSIGNED TO EXAMINER
Friday, March 27, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, March 21, 2015NEW APPLICATION ENTERED IN TRAM