INVESTMENT FOUNDATIONS
Live / Registered — Registered — Section 8 accepted (as of 11 Oct 2023)
What this means for you
Registered since 22 Aug 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87154252
- Registration number
- 5273013
- Mark type
- Stylized text
- Filed
- 29 Aug 2016
- Registered
- 22 Aug 2017
- Attorney of record
- Andrew J. Avsec
Goods and services
- Class 041 — Education and entertainment services: Educational services, namely, arranging, conducting, and providing courses of instruction and examinations in the field of securities ethics, structure, tools, and client services and the distribution of course materials and issuance of certificates in connection therewith
Owner
- CFA Institute, Charlottesville, VA, US
- CFA Institute, Charlottesville, VA, US
Prosecution history
- 11 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 11 Oct 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 11 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Jun 2023 — TEAS SECTION 8 RECEIVED
- 22 Aug 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 17 Nov 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 17 Nov 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Nov 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Nov 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Nov 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 22 Aug 2017 — REGISTERED-SUPPLEMENTAL REGISTER
- 20 Jul 2017 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 15 Jul 2017 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 14 Jul 2017 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 14 Jul 2017 — CORRESPONDENCE RECEIVED IN LAW OFFICE