TrademarkDir
INVESTMENT FOUNDATIONS
LIVE

Serial Number

87154252

Owner

CFA INSTITUTE

Attorney

Andrew J. Avsec

First Use Date

Sep 13, 2016

Filing Date

Aug 29, 2016

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INVESTMENT FOUNDATIONS Trademark

Serial Number: 87154252 • Registration: 5273013

INVESTMENT FOUNDATIONS is a trademark filed by CFA INSTITUTE on August 29, 2016. The trademark is classified under Class 41 (Education & Entertainment). The application is currently registered and active.

Owner Contact Info

CFA INSTITUTE (50 trademarks)

Charlottesville, VA 22902

Entity Type: 99

Trademark Details

Filing Date

August 29, 2016

Registration Date

August 22, 2017

First Use Anywhere

September 13, 2016

First Use in Commerce

September 13, 2016

Goods & Services

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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Oct 11, 2023 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Oct 11, 2023 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 11, 2023 APRE
TEAS SECTION 8 RECEIVED
Jun 1, 2023 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 22, 2022 REM1
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
REGISTERED-SUPPLEMENTAL REGISTER
Aug 22, 2017 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 20, 2017 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jul 15, 2017 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 14, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 14, 2017 CRFA
ASSIGNED TO LIE
Jul 14, 2017 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 6, 2017 TROA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
May 6, 2017 AAUA
USE AMENDMENT ACCEPTED
May 5, 2017 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
May 4, 2017 AUPC
USE AMENDMENT FILED
May 4, 2017 IUAF
TEAS AMENDMENT OF USE RECEIVED
May 3, 2017 EAAU
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 6, 2017 GNRN
NON-FINAL ACTION E-MAILED
Apr 6, 2017 GNRT
NON-FINAL ACTION WRITTEN
Apr 6, 2017 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 14, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 14, 2017 CRFA
ASSIGNED TO LIE
Mar 13, 2017 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 27, 2017 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 21, 2016 GNRN
NON-FINAL ACTION E-MAILED
Dec 21, 2016 GNRT
NON-FINAL ACTION WRITTEN
Dec 21, 2016 CNRT
ASSIGNED TO EXAMINER
Dec 7, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 2, 2016 NWOS
NEW APPLICATION ENTERED
Sep 1, 2016 NWAP

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