TrademarkDir
CFA INSTITUTE
LIVE

Serial Number

78411289

Owner

CFA INSTITUTE

Attorney

Andrew J. Avsec

First Use Date

Jun 1, 2004

Filing Date

Apr 30, 2004

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CFA INSTITUTE Trademark

Serial Number: 78411289 • Registration: 3202615

CFA INSTITUTE is a trademark filed by CFA INSTITUTE on April 30, 2004. The trademark is classified under Class 41 (Education & Entertainment), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

CFA INSTITUTE (50 trademarks)

Charlottesville, VA 22902

Entity Type: 99

ASSOCIATION FOR INVESTMENT MANAGEMENT AND RESEARCH (19 trademarks)

560 RAY C. HUNT DRIVE
CHARLOTTESVILLE, VA 22903

Entity Type: 03

Trademark Details

Filing Date

April 30, 2004

Registration Date

January 23, 2007

First Use Anywhere

June 1, 2004

First Use in Commerce

June 1, 2004

Published for Opposition

January 10, 2006

Goods & 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

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

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

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 23, 2026 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 17, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 17, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 17, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 17, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 17, 2021 COAR
NOTICE OF SUIT
Mar 6, 2020 NOSU
NOTICE OF SUIT
Oct 5, 2018 NOSU
COUNTERCLAIM OPP. NO. 999999
Mar 30, 2018 CCON
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Feb 8, 2017 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Feb 8, 2017 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Feb 8, 2017 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 8, 2017 APRE
TEAS SECTION 8 & 9 RECEIVED
Dec 6, 2016 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 23, 2016 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jan 25, 2013 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jan 25, 2013 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 25, 2013 APRE
TEAS SECTION 8 & 15 RECEIVED
Jan 8, 2013 E815
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 8, 2010 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 8, 2010 REAP
REGISTERED-PRINCIPAL REGISTER
Jan 23, 2007 R.PR
LAW OFFICE REGISTRATION REVIEW COMPLETED
Dec 14, 2006 REGV
ASSIGNED TO LIE
Dec 14, 2006 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Dec 4, 2006 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Nov 21, 2006 SUPC
USE AMENDMENT FILED
Oct 3, 2006 IUAF
TEAS STATEMENT OF USE RECEIVED
Oct 3, 2006 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
Apr 4, 2006 NOAM
PUBLISHED FOR OPPOSITION
Jan 10, 2006 PUBO
NOTICE OF PUBLICATION
Dec 21, 2005 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 23, 2005 PREV
ASSIGNED TO LIE
Nov 18, 2005 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 16, 2005 CNSA
AMENDMENT FROM APPLICANT ENTERED
Nov 16, 2005 ACEC
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 4, 2005 CRFA
PAPER RECEIVED
Nov 4, 2005 MAIL
FINAL REFUSAL E-MAILED
Jun 17, 2005 GNFR
FINAL REFUSAL WRITTEN
Jun 17, 2005 CNFR
AMENDMENT FROM APPLICANT ENTERED
Jun 14, 2005 ACEC
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 1, 2005 CRFA
PAPER RECEIVED
Jun 1, 2005 MAIL
EXAMINER'S AMENDMENT AND/OR PRIORITY ACTION E-MAILED
Dec 1, 2004 GNPE
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Dec 1, 2004 CPEA
ASSIGNED TO EXAMINER
Nov 29, 2004 DOCK
PAPER RECEIVED
May 20, 2004 MAIL
NEW APPLICATION ENTERED
May 7, 2004 NWAP

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