Status report
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The official USPTO status record for ASSET OWNER SERIES, serial 87449523, as a dated PDF. One price, one document, delivered in about a minute.
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Trademark Status Report
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The USPTO's own status record for this mark, on one dated page.
- Current status with a plain-English verdict
- Owner, classes, filing basis, and every key date
- The mark as it appears on the federal record
- Every prosecution event, filing to today
- Source-cited with the exact retrieval date
Built from the USPTO's TSDR record. Assignment chain of title and TTAB proceeding files sit in separate USPTO systems and are not included.
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◆ TRADEMARKCHECKER.AITRADEMARK STATUS REPORT
ASSET OWNER SERIESSerial 87449523 · Supplemental Register
Live · Registered
Owner: CFA SOCIETY NEW YORK
Class 041 - Education & Entertainment
Filed May 15, 2017
Registered Oct 31, 2017
The record shows that “ASSET OWNER SERIES” is a live, registered service mark owned by CFA SOCIETY NEW YORK, a non‑profit corporation organized in New York. It is registered on the Supplemental Register, having been approved on September 5, 2017 after an examiner’s amendment and a non‑final action on August 23, 2017. The mark protects educational services in investment management, analysis, and portfolio management, including classes, seminars, conferences, roundtable discussions, and the distribution of course materials in printed or electronic format. A similar name would raise the closest concern for use in those same educational contexts. The record does not give the owner control over every use of the wording; it is limited to the specified services. The latest status event is the acceptance of a Section 8 declaration on January 16, 2024, keeping the mark active. No enforcement actions appear in the supplied history. For someone considering a similar name, the risk is that using it for comparable educational services could lead to a conflict with this registered mark.
Full event history, owner details, and verdict inside.
The way I'd use it, honestly, is as the thing you attach when a bank, a marketplace, or a co-founder asks "are we clear on the name". It answers in one page.