INVESTMENT FOUNDATIONS Trademark

Trademark Overview

On Monday, August 29, 2016, a trademark application was filed for INVESTMENT FOUNDATIONS with the United States Patent and Trademark Office. The USPTO has given the INVESTMENT FOUNDATIONS trademark a serial number of 87154252. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Wednesday, October 11, 2023. This trademark is owned by CFA Institute. The INVESTMENT FOUNDATIONS trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, arranging, conducting, and providing courses of instruction and examinations in the field of securities ethics, structure, tools, and client services and the distribution of course materials and issuance of certificates in connection therewith
investment foundations

General Information

Serial Number87154252
Word MarkINVESTMENT FOUNDATIONS
Filing DateMonday, August 29, 2016
Status701 - SECTION 8 - ACCEPTED
Status DateWednesday, October 11, 2023
Registration Number5273013
Registration DateTuesday, August 22, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesEducational services, namely, arranging, conducting, and providing courses of instruction and examinations in the field of securities ethics, structure, tools, and client services and the distribution of course materials and issuance of certificates in connection therewith
Disclaimer with Predetermined Text"INVESTMENT"

Classification Information

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, September 2, 2016
Primary Code041
First Use Anywhere DateTuesday, September 13, 2016
First Use In Commerce DateTuesday, September 13, 2016

Trademark Owner History

Party NameCFA Institute
Party Type30 - Original Registrant
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, October 11, 2023NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, October 11, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED
Wednesday, October 11, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 1, 2023TEAS SECTION 8 RECEIVED
Monday, August 22, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, November 17, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, November 17, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 17, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 17, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 17, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, August 22, 2017REGISTERED-SUPPLEMENTAL REGISTER
Thursday, July 20, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, July 15, 2017APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, July 14, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 14, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 14, 2017ASSIGNED TO LIE
Tuesday, June 6, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, May 6, 2017NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Friday, May 5, 2017USE AMENDMENT ACCEPTED
Thursday, May 4, 2017AMENDMENT TO USE PROCESSING COMPLETE
Thursday, May 4, 2017USE AMENDMENT FILED
Wednesday, May 3, 2017TEAS AMENDMENT OF USE RECEIVED
Thursday, April 6, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, April 6, 2017NON-FINAL ACTION E-MAILED
Thursday, April 6, 2017NON-FINAL ACTION WRITTEN
Tuesday, March 14, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 14, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 13, 2017ASSIGNED TO LIE
Monday, February 27, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 21, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 21, 2016NON-FINAL ACTION E-MAILED
Wednesday, December 21, 2016NON-FINAL ACTION WRITTEN
Wednesday, December 7, 2016ASSIGNED TO EXAMINER
Friday, September 2, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 1, 2016NEW APPLICATION ENTERED

Related Keywords

foundations investment services course distribution tools materials client issuance therewith connection certificates