REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/23/2026
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Official data from USPTO
CFA INSTITUTE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
CFA INSTITUTE
ST13
US500000078411289Class
16, 35, 41
Filing
78411289
Registration
3202615
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
47
Latest update
07/16/2026
Trademark type
Word
Nice classes
16, 35, 41
Filing date
04/30/2004
Registration date
01/23/2007
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/08/2017
Last transaction
07/16/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/01/2004
First use in commerce
06/01/2004
Drawing code
4
Owner type
99
Owner location
Charlottesville, VA, US
Examiner
BUONGIORNO, CHRISTOPHER L
Law office
L10
Current location
TMEG LAW OFFICE 101
Holders and representatives
Holders
CFA INSTITUTE
CFA INSTITUTE
Association for Investment Management and Research
Representatives
Andrew J. Avsec CROWELL & MORNING LLP
Technical classification
Nice Classes
Class 16Class 35Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 16
Printed publicationsnewslettersbrochuresbooksdigest booksmonographs in the fields of investment management and financial analysis and in support of the interests of investment professionals and financial analysts
Class 35
Association servicesthe 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
Class 41
Educational servicesarrangingconductingproviding courses of instructionexaminationsworkshopsseminars and conferences in the fields of investment management and financial analysis and distributing course materials in connection therewith
Publications
History of USPTO decisions and trademark events.
47 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/17/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/17/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/17/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/17/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/17/2021
NOSU
NOTICE OF SUIT
03/06/2020
NOSU
NOTICE OF SUIT
10/05/2018
CCON
COUNTERCLAIM OPP. NO. 999999
03/30/2018
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
02/08/2017
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02/08/2017
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
02/08/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/08/2017
E89R
TEAS SECTION 8 & 9 RECEIVED
12/06/2016
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/23/2016
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/25/2013
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/25/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/25/2013
E815
TEAS SECTION 8 & 15 RECEIVED
01/08/2013
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/08/2010
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/08/2010
R.PR
REGISTERED-PRINCIPAL REGISTER
01/23/2007
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
12/14/2006
ALIE
ASSIGNED TO LIE
12/14/2006
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12/04/2006
SUPC
STATEMENT OF USE PROCESSING COMPLETE
11/21/2006
IUAF
USE AMENDMENT FILED
10/03/2006
EISU
TEAS STATEMENT OF USE RECEIVED
10/03/2006
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
04/04/2006
PUBO
PUBLISHED FOR OPPOSITION
01/10/2006
NPUB
NOTICE OF PUBLICATION
12/21/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/23/2005
ALIE
ASSIGNED TO LIE
11/18/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/16/2005
ACEC
AMENDMENT FROM APPLICANT ENTERED
11/16/2005
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/04/2005
PAPER RECEIVED
11/04/2005
GNFR
FINAL REFUSAL E-MAILED
06/17/2005
CNFR
FINAL REFUSAL WRITTEN
06/17/2005
ACEC
AMENDMENT FROM APPLICANT ENTERED
06/14/2005
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/01/2005
PAPER RECEIVED
06/01/2005
GNPE
EXAMINER'S AMENDMENT AND/OR PRIORITY ACTION E-MAILED
12/01/2004
CPEA
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
12/01/2004
DOCK
ASSIGNED TO EXAMINER
11/29/2004
PAPER RECEIVED
05/20/2004
NWAP
NEW APPLICATION ENTERED
05/07/2004
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