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Official data from USPTO

CFA SOCIETY

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CFA SOCIETY

ST13

US500000086568631

Class

16, 35, 41

Filing

86568631

Registration

4850185

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

30

Latest update

03/03/2026

Trademark type

Word

Nice classes

16, 35, 41

Filing date

03/18/2015

Registration date

11/10/2015

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/09/2026

Last transaction

03/03/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

2004-00-00

First use in commerce

2004-00-00

Drawing code

4

Owner type

99

Owner location

Charlottesville, VA, US

Examiner

HOLTZ, ALLISON

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

CFA Institute

Representatives

Andrew J. Avsec Crowell & Moring 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; providing networking opportunities and employment information for individuals in the fields of investment management and financial analysis

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.

30 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

02/09/2026

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

02/09/2026

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

02/09/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/09/2026

E89R

TEAS SECTION 8 & 9 RECEIVED

11/10/2025

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

11/10/2024

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

05/04/2022

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

05/04/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

05/04/2022

E815

TEAS SECTION 8 & 15 RECEIVED

11/10/2021

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

11/10/2020

COC.

CORRECTION UNDER SECTION 7 - PROCESSED

03/30/2016

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/30/2016

ES7R

TEAS SECTION 7 REQUEST RECEIVED

02/03/2016

R.PR

REGISTERED-PRINCIPAL REGISTER

11/10/2015

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

08/25/2015

PUBO

PUBLISHED FOR OPPOSITION

08/25/2015

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/05/2015

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

07/22/2015

ALIE

ASSIGNED TO LIE

07/20/2015

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/06/2015

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/30/2015

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/30/2015

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/30/2015

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/28/2015

GNRT

NON-FINAL ACTION E-MAILED

06/28/2015

CNRT

NON-FINAL ACTION WRITTEN

06/28/2015

DOCK

ASSIGNED TO EXAMINER

06/22/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/27/2015

NWAP

NEW APPLICATION ENTERED

03/21/2015

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