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SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE)

Company Details

Name: SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE)
Jurisdiction: New York
Legal type: FOREIGN NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 06 Jul 2004 (21 years ago)
Entity Number: 3074521
ZIP code: 10271
County: New York
Place of Formation: Delaware
Address: 120 BROADWAY, NEW YORK, NY, United States, 10271

DOS Process Agent

Name Role Address
C/O SECURITIES INDUSTRY ASSOCIATION DOS Process Agent 120 BROADWAY, NEW YORK, NY, United States, 10271

Filings

Filing Number Date Filed Type Effective Date
080821000082 2008-08-21 CERTIFICATE OF AMENDMENT 2008-08-21
040706000359 2004-07-06 APPLICATION OF AUTHORITY 2004-07-06

Trademarks Section

Serial Number:
86702305
Mark:
INVEST IT FORWARD
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-07-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
INVEST IT FORWARD

Goods And Services

For:
Educational services, namely, conducting classes, seminars, workshops, online displays and interactive exhibits in the field of finance, investments, loans, securities, bonds, stocks, mutual funds, and financial markets and distribution of course and educational materials in connection therewith
First Use:
2013-11-30
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
78976096
Mark:
LEADING THE WAY TO FINANCIAL KNOWLEDGE
Status:
CANCELLED - SECTION 8
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2003-12-19
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
LEADING THE WAY TO FINANCIAL KNOWLEDGE

Goods And Services

For:
Educational services, namely, conducting classes, seminars, conferences, workshops and online exhibitions, displays and interactive exhibits in the field of finance, investments, loans, securities, bonds, stocks, mutual funds, and financial markets and providing course materials in the nature of boo...
First Use:
2004-11-05
International Classes:
041 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Yearbooks, pamphlets, books, course books, newsletters, studies, brochures, and guidebooks, all pertaining to the investing and finance; bookmarks
First Use:
2004-11-05
International Classes:
016 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Financial research services; providing financial information to others
First Use:
2004-11-05
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
78976093
Mark:
PATH TO INVESTING
Status:
REGISTERED AND RENEWED
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2003-10-30
Mark Drawing Type:
Typeset: Word(s)/letter(s)/number(s)
Mark Literal Elements:
PATH TO INVESTING

Goods And Services

For:
Educational services, namely, conducting classes, seminars, conferences, workshops and online exhibitions, displays and interactive exhibits in the field of finance, investments, loans, securities, bonds, stocks, mutual funds, and financial markets and providing course materials in the nature of boo...
First Use:
2004-01-02
International Classes:
041 - Primary Class
Class Status:
Sec. 8 – Class(es) in a Multiple Class registration
For:
[ Yearbooks, pamphlets, books, course books, newsletters, studies, brochures, and guidebooks, all pertaining to the investing and finance; bookmarks ]
First Use:
2004-01-02
International Classes:
016 - Primary Class
Class Status:
Sec. 8 – Class(es) in a Multiple Class registration
For:
Financial research services; providing financial information to others
First Use:
2004-01-02
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Class(es) in a Multiple Class registration
Serial Number:
78571105
Mark:
FOUNDATION FOR INVESTOR EDUCATION
Status:
CANCELLED - SECTION 8
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2005-02-18
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
FOUNDATION FOR INVESTOR EDUCATION

Goods And Services

For:
Educational services, namely, conducting classes, seminars, conferences, workshops and online exhibitions, displays and interactive exhibits in the field of finance, investments, loans, securities, bonds, stocks, mutual funds, and financial markets and providing course materials in the nature of boo...
First Use:
2003-11-30
International Classes:
041 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Yearbooks, pamphlets, books, course books, newsletters, printed reports, brochures, and guidebooks, all pertaining to the investing and finance; bookmarks
First Use:
2003-11-30
International Classes:
016 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Financial research services; providing financial information to others; providing educational information in the field of finance, investment and economics via a global computer network
First Use:
2003-11-30
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
78571067
Mark:
INVESTWRITE
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2005-02-18
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
INVESTWRITE

Goods And Services

For:
Educational services, namely, conducting classes, seminars, conferences, workshops and online exhibitions, displays and interactive exhibits in the field of finance, investments, loans, securities, bonds, stocks, mutual funds, and financial markets and providing course materials in the nature of boo...
First Use:
2004-10-31
International Classes:
041 - Primary Class
Class Status:
Active

Date of last update: 29 Mar 2025

Sources: New York Secretary of State