NOTICE OF ALLOWANCE - ISSUED
issued
on 10 Dec 2024
Last Applicant/ Owned by
915 East High Street
Charlottesville
VA
22902
Serial Number
98260810 filed on 08th Nov 2023
Registration Number
N/A
Correspondent Address
Andrew J. Avsec
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
CFA INSTITUTE
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 Read More
Classification Information
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)
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & 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
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail 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
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [016]
Paper Goods and Printed Material
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
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [009]
Computer & Software Products & Electrical & Scientific Products
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
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98260810
Mark Type
No Service Mark
Attorney Docket Number
No 516861.01342
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Design Code(s)
26.01.11 -
Letters, numerals, punctuation, geometric figures, objects, humans, plants or animals comprising a circle
26.17.25 -
Other lines, bands or bars
Legal History
| Status Date | Action Taken |
|---|---|
| 10th Dec 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 29th Oct 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 29th Oct 2024 | PUBLISHED FOR OPPOSITION |
| 09th Oct 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 23rd Sep 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 18th Sep 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 18th Sep 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 18th Sep 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 18th Jun 2024 | NON-FINAL ACTION E-MAILED |
| 18th Jun 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |