BLOXFOLIO Trademark
Trademark Overview
On Wednesday, June 10, 2026, a trademark application was filed for BLOXFOLIO with the United States Patent and Trademark Office. The USPTO has given the BLOXFOLIO trademark a serial number of 99877721. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, June 10, 2026. This trademark is owned by BLOXFOLIO LLC. The BLOXFOLIO trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by financial advisors in constructing, analyzing, rebalancing, and managing investment portfolios; generating model investment portfolios using artificial intelligence; screening and analyzing securities and investment data; importing and managing client account data; and generating trade orders and portfolio analytics reports, all with compliance logging and advisor supervision features.
General Information
| Serial Number | 99877721 |
| Word Mark | BLOXFOLIO |
| Filing Date | Wednesday, June 10, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, June 10, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | BLOCK PORTFOLIO |
| Pseudo Mark | BLOCK FOLIO |
| Pseudo Mark | BLOXFOLIO |
| Pseudo Mark | BLOCKS FOLIO |
| Goods and Services | Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by financial advisors in constructing, analyzing, rebalancing, and managing investment portfolios; generating model investment portfolios using artificial intelligence; screening and analyzing securities and investment data; importing and managing client account data; and generating trade orders and portfolio analytics reports, all with compliance logging and advisor supervision features. |
| Pseudo Mark | BLOCKS PORTFOLIO |
Classification Information
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, June 10, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, May 23, 2026 |
| First Use In Commerce Date | Saturday, May 23, 2026 |
Trademark Owner History
| Party Name | BLOXFOLIO LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PHOENIX, AZ 85028
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 10, 2026 | NEW APPLICATION ENTERED |
| Wednesday, June 10, 2026 | APPLICATION FILING RECEIPT MAILED |
