CHARTERED ASSET ALLOCATOR, CAA Trademark

Trademark Overview

On Monday, September 6, 2021, a trademark application was filed for CHARTERED ASSET ALLOCATOR, CAA with the United States Patent and Trademark Office. The USPTO has given the CHARTERED ASSET ALLOCATOR, CAA trademark a serial number of 97013661. The federal status of this trademark filing is CANCELLED - SECTION 18 as of Tuesday, April 23, 2024. This trademark is owned by CAA Institute, LLC. The CHARTERED ASSET ALLOCATOR, CAA trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars, and conferences in the fields of institutional investment management, portfolio analysis, fund analysis, and market analysis and distributing course materials in connection therewith
chartered asset allocator, caa

General Information

Serial Number97013661
Word MarkCHARTERED ASSET ALLOCATOR, CAA
Filing DateMonday, September 6, 2021
Status713 - CANCELLED - SECTION 18
Status DateTuesday, April 23, 2024
Registration Number7255751
Registration DateTuesday, December 26, 2023
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 6, 2022

Trademark Statements

Goods and ServicesEducational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars, and conferences in the fields of institutional investment management, portfolio analysis, fund analysis, and market analysis and distributing course materials in connection therewith
NOT AVAILABLE"CHARTERED ASSET ALLOCATOR"

Classification Information

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code3 - Sec. 18 - Entire Registration
Class Status DateTuesday, April 23, 2024
Primary Code041
First Use Anywhere DateMonday, August 1, 2022
First Use In Commerce DateMonday, August 1, 2022

Trademark Owner History

Party NameALLOCATOR TRAINING INSTITUTE LIMITED
Party Type31 - New Owner After Registration
Legal Entity Type77 - NOT AVAILABLE
AddressDALKEY, COUNTY DUBLIN A96A8D5
IE
Party NameCAA Institute, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10001
Party NameCAA Institute, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10001
Party NameCAA Institute, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBeachwood, OH 44122

Trademark Events

Event DateEvent Description
Thursday, September 9, 2021NEW APPLICATION ENTERED
Saturday, October 16, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 9, 2022ASSIGNED TO EXAMINER
Tuesday, July 19, 2022NON-FINAL ACTION WRITTEN
Tuesday, July 19, 2022NON-FINAL ACTION E-MAILED
Tuesday, July 19, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, July 31, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, July 31, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 1, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 3, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 17, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 6, 2022PUBLISHED FOR OPPOSITION
Tuesday, September 6, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 1, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, February 16, 2023TEAS STATEMENT OF USE RECEIVED
Thursday, February 16, 2023USE AMENDMENT FILED
Monday, March 6, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, March 6, 2023STATEMENT OF USE PROCESSING COMPLETE
Monday, May 1, 2023ASSIGNED TO EXAMINER
Tuesday, May 16, 2023SU - NON-FINAL ACTION - WRITTEN
Tuesday, May 16, 2023NON-FINAL ACTION E-MAILED
Tuesday, May 16, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 8, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, June 8, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, June 8, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, June 14, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 17, 2023ASSIGNED TO LIE
Friday, November 17, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 17, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 17, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, November 18, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 26, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, December 26, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Sunday, February 25, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sunday, February 25, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, February 25, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 31, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sunday, February 25, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sunday, February 25, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, February 25, 2024TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
Tuesday, April 23, 2024CANCELLATION GRANTED NO. 999999
Tuesday, April 23, 2024CANCELLATION TERMINATED NO. 999999
Tuesday, April 23, 2024CANCELLED SECTION 18-TOTAL
Thursday, April 18, 2024CANCELLATION INSTITUTED NO. 999999

Related Keywords

allocator asset chartered analysis fund portfolio management investment market distributing therewith connection materials