What this record means
The record shows that “ASSET OWNER SERIES” is a live, registered service mark owned by the New York Society of Security Analysts, Inc., a non‑profit corporation organized in New York. The mark protects educational services in investment management, including classes, seminars, conferences, and roundtable discussions, and the distribution of related course materials in printed or electronic format under class 041. A similar name used for services that fall within this educational and informational scope would raise the closest record‑based concern. The record does not give the owner control over every use of the wording, only over the specific services listed. The mark is on the Principal Register; the prosecution history shows a normal examination sequence with no descriptiveness refusal. The latest maintenance event was a courtesy reminder email on July 13, 2026, and 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.
Informational only - not legal advice.Goods & services
Cl. 041Education & Entertainment
ACTIVE 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
First use: Jul 2019
Use in commerce: Jul 2019