REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
04/18/2026
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Official data from USPTO
GIPS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
GIPS
ST13
US500000086822442Class
9, 16, 35, 41, 42
Filing
86822442
Registration
5184369
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
32
Latest update
04/19/2026
Trademark type
Word
Nice classes
9, 16, 35, 41, 42
Filing date
11/17/2015
Registration date
04/18/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/28/2023
Last transaction
04/19/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
1998-02-00
First use in commerce
1998-02-00
Drawing code
4
Owner type
99
Owner location
Charlottesville, VA, US
Examiner
JACKSON, STEVEN W
Law office
L70
Current location
TMEG LAW OFFICE 107
Holders and representatives
Holders
CFA Institute
Representatives
Andrew J. Avsec CROWELL & MORNING LLP
Technical classification
Nice Classes
Class 9Class 16Class 35Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable electronic newsletters in the field of voluntary standards for calculation and reporting of investment performance data; downloadable webinars in the field of voluntary standards for calculation and reporting of investment performance data; Downloadable electronic publications in the nature of bookshand-outspamphletsarticles in the field of voluntary standards for calculation and reporting of investment performance data
Class 16
Publicationsbookshand-outspamphletsarticlesin the field of voluntary standards for calculation and reporting of investment performance data
Class 35
providing an online searchable database featuring businesses claiming compliance with voluntary standards in the field of calculation and reporting of investment performance data; providing an online searchable database featuring information regarding voluntary standards in the field of calculation and reporting of investment performance data
Class 41
Providing online newsletters in the field of voluntary standards for calculation and reporting of investment performance data; Education servicesproviding non-downloadable webinars in the field of voluntary standards for calculation and reporting of investment performance data; Educational servicesproviding continuing professional education courses in the field of voluntary standards for calculation and reporting of investment performance data; arranging and conducting educational conferences in the field of voluntary standards for calculation and reporting of investment performance data
Class 42
Development of voluntary standards for calculation and reporting of investment performance data; developing quality control standards for calculation and reporting of investment performance data; Testinganalysisevaluation of calculations and reports of investment performance data in the field of finance to assure compliance with the financial industry voluntary quality control standards; providing a website that gives computer users the ability to subscribe to online publications regarding voluntary standards
Publications
History of USPTO decisions and trademark events.
32 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/28/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/28/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/28/2023
E815
TEAS SECTION 8 & 15 RECEIVED
02/01/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04/18/2022
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
R.PR
REGISTERED-PRINCIPAL REGISTER
04/18/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/31/2017
PUBO
PUBLISHED FOR OPPOSITION
01/31/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/11/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/19/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/15/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/14/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/14/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/17/2016
GNRT
NON-FINAL ACTION E-MAILED
06/17/2016
CNRT
NON-FINAL ACTION WRITTEN
06/17/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/10/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/09/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/09/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/16/2016
GNRT
NON-FINAL ACTION E-MAILED
03/16/2016
CNRT
NON-FINAL ACTION WRITTEN
03/16/2016
DOCK
ASSIGNED TO EXAMINER
03/10/2016
MPMK
NOTICE OF PSEUDO MARK E-MAILED
11/21/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/20/2015
NWAP
NEW APPLICATION ENTERED
11/20/2015
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