Serial #98260804
LIVE

Serial Number

98260804

Owner

CFA Institute

Attorney

Andrew J. Avsec

First Use Date

Oct 18, 2023

Filing Date

Nov 8, 2023

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Serial #98260804 Trademark

Serial Number: 98260804 • Registration: 8128966

Serial #98260804 is a trademark filed by CFA Institute on November 8, 2023. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

CFA Institute

915 East High Street
Charlottesville, VA 22902

Entity Type: 99

Trademark Details

Filing Date

November 8, 2023

Registration Date

February 3, 2026

First Use Anywhere

October 18, 2023

First Use in Commerce

October 18, 2023

Published for Opposition

October 29, 2024

Goods & Services

Downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the fields of investment management and financial analysis; Downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the field of reporting on how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategies

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 business information regarding how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategy, all via a global computer network; Association services, namely, the promotion of professional standards and practices and providing career information relating to the development, use and maintenance of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto; Business services, namely, providing information relating to the use of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto

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

Providing information in connection with financial analysis impact measurement services, and environmental, social and governance (ESG) ratings and advisory, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information in connection with financial services, namely, tax planning; providing information in connection with financial services, namely, environmental, social and governance (ESG) investment planning; providing information in connection with financial management in the field of environmental, social and Governance (ESG) investing

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; Providing online non-downloadable publications in the nature of newsletters, magazines, books, digest books, and monographs in the field of investment management and financial analysis; providing online non-downloadable visual and audio recordings featuring topics in investment management and financial analysis; Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences to investment industry professionals demonstrating how to embrace and realize diversity, equity, and inclusion (DEI), and distributing course materials in connection therewith; Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) goals, and its performance related thereto; providing online non-downloadable publications in the nature of journals, articles, and podcasts in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) needs, and its performance related thereto; arranging professional workshops and training courses in the fields of investment management, financial analysis, reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) needs, and its performance related thereto and in the field of workplace diversity, equity, and inclusion (DEI); training services in the field of reporting on sustainable development and sustainability performance of a financial services organization; Business training in the field of workplace diversity, equity, and inclusion (DEI)

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Feb 3, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Feb 3, 2026 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jan 13, 2026 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jan 13, 2026 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Dec 5, 2025 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Dec 5, 2025 AITU
USE AMENDMENT FILED
Jun 10, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 10, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 10, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 29, 2024 NPUB
PUBLISHED FOR OPPOSITION
Oct 29, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 9, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 23, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 18, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 18, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 18, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 18, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jun 18, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jun 18, 2024 CNRT
ASSIGNED TO EXAMINER
Jun 17, 2024 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Dec 8, 2023 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 7, 2023 NWOS
NEW APPLICATION ENTERED
Nov 11, 2023 NWAP