ASSET OWNER SERIES

What this record means

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.