ASSET OWNER SERIES
Live / Registered — Registered — Section 8 accepted (as of 16 Jan 2024)
What this means for you
Registered since 31 Oct 2017. 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 (the §8 & §9 renewal is due by 31 Oct 2027, and its filing window is open now).
Record
- Serial number
- 87449523
- Registration number
- 5326230
- Mark type
- Word mark
- Filed
- 15 May 2017
- Registered
- 31 Oct 2017
- Next maintenance filing
- §8 & §9 renewal, due by 31 Oct 2027 (grace period to 30 Apr 2028)
- Attorney of record
- Gregory M. Stone
Goods and services
- Class 041 — Education and entertainment services: Educational services, namely, conducting classes, seminars, conferences, and roundtable discussions in the field of investment management, investment analysis, and portfolio management, and distribution of course materials in connection therewith in printed or electronic format
Owner
- CFA SOCIETY NEW YORK, NEW YORK, NY, US
- New York Society of Security Analysts, Inc., New York, NY, US
- New York Society of Security Analysts, Inc., New York, NY, US
Prosecution history
- 01 Nov 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 16 Jan 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 16 Jan 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 16 Jan 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 31 Oct 2023 — TEAS SECTION 8 RECEIVED
- 26 Jul 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 31 Oct 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 25 Jul 2018 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 22 Nov 2017 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 31 Oct 2017 — REGISTERED-SUPPLEMENTAL REGISTER
- 22 Sept 2017 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 18 Sept 2017 — ASSIGNED TO LIE
- 05 Sept 2017 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 05 Sept 2017 — EXAMINER'S AMENDMENT ENTERED
- 05 Sept 2017 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED