Serial 98260804
Live / Registered — Registered (as of 03 Feb 2026)
What this means for you
Registered since 03 Feb 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98260804
- Registration number
- 8128966
- Mark type
- Design / logo
- Filed
- 08 Nov 2023
- Published for opposition
- 29 Oct 2024
- Registered
- 03 Feb 2026
- Attorney of record
- Andrew J. Avsec
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the fields of investment management and financial analysis; Downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the field of reporting on how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategies
- 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 business information regarding how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategy, all via a global computer network; Association services, namely, the promotion of professional standards and practices and providing career information relating to the development, use and maintenance of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto; Business services, namely, providing information relating to the use of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto
- Class 036 — Insurance and financial services: Providing information in connection with financial analysis impact measurement services, and environmental, social and governance (ESG) ratings and advisory, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information in connection with financial services, namely, tax planning; providing information in connection with financial services, namely, environmental, social and governance (ESG) investment planning; providing information in connection with financial management in the field of environmental, social and Governance (ESG) investing
- 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; Providing online non-downloadable publications in the nature of newsletters, magazines, books, digest books, and monographs in the field of investment management and financial analysis; providing online non-downloadable visual and audio recordings featuring topics in investment management and financial analysis; Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences to investment industry professionals demonstrating how to embrace and realize diversity, equity, and inclusion (DEI), and distributing course materials in connection therewith; Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) goals, and its performance related thereto; providing online non-downloadable publications in the nature of journals, articles, and podcasts in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) needs, and its performance related thereto; arranging professional workshops and training courses in the fields of investment management, financial analysis, reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) needs, and its performance related thereto and in the field of workplace diversity, equity, and inclusion (DEI); training services in the field of reporting on sustainable development and sustainability performance of a financial services organization; Business training in the field of workplace diversity, equity, and inclusion (DEI)
Owner
- CFA Institute, Charlottesville, VA, US
- CFA Institute, Charlottesville, VA, US
- CFA Institute, Charlottesville, VA, US
Prosecution history
- 03 Feb 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 03 Feb 2026 — REGISTERED-PRINCIPAL REGISTER
- 13 Jan 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 13 Jan 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 05 Dec 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 10 Jun 2025 — USE AMENDMENT FILED
- 05 Dec 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 10 Jun 2025 — TEAS STATEMENT OF USE RECEIVED
- 10 Dec 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 29 Oct 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 29 Oct 2024 — PUBLISHED FOR OPPOSITION
- 09 Oct 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 23 Sept 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 18 Sept 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 Sept 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE