CFA SOCIETY
Live / Registered — Registered and renewed (as of 09 Feb 2026)
What this means for you
Registered since 10 Nov 2015. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 10 Nov 2025).
Record
- Serial number
- 86568631
- Registration number
- 4850185
- Mark type
- Stylized text
- Filed
- 18 Mar 2015
- Published for opposition
- 25 Aug 2015
- Registered
- 10 Nov 2015
- Next maintenance due
- 10 Nov 2025
- Attorney of record
- Andrew J. Avsec
Goods and services
- Class 016 — Paper goods and printed matter: 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
- Class 035 — Advertising and business services: 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 networking opportunities and employment information for individuals in the fields of investment management and financial analysis
- Class 041 — Education and entertainment services: 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
Owner
- CFA Institute, Charlottesville, VA, US
- CFA Institute, Charlottesville, VA, US
- CFA Institute, Charlottesville, VA, US
Prior registrations
Prosecution history
- 09 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 09 Feb 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 09 Feb 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 09 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 10 Nov 2025 — TEAS SECTION 8 & 9 RECEIVED
- 10 Nov 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 04 May 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 04 May 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 04 May 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 10 Nov 2021 — TEAS SECTION 8 & 15 RECEIVED
- 10 Nov 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 30 Mar 2016 — CORRECTION UNDER SECTION 7 - PROCESSED
- 30 Mar 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 03 Feb 2016 — TEAS SECTION 7 REQUEST RECEIVED
- 10 Nov 2015 — REGISTERED-PRINCIPAL REGISTER