| Serial Number | 86696152 |
| Word Mark | EDGEFOLIO |
| Filing Date | Friday, July 17, 2015 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 30, 2022 |
| Registration Number | 4976608 |
| Registration Date | Tuesday, June 14, 2016 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 29, 2016 |
| Description of Mark | The mark consists of three vertical dashes with slightly inclined extremities ascending in length from the left and appearing in sky blue with the stylized lowercase wording "EDGEFOLIO" appearing in black to the right. |
| Pseudo Mark | EDGE FOLIO |
| Goods and Services | Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, raising money for the hedge funds of others; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; Investment of funds; Investment of funds for others; Management of a capital investment fund; Management of private equity funds; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing a web site featuring the ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments posted by users; Providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing venture capital, development capital, private equity and investment funding |
| Indication of Colors claimed | The color(s) sky blue and black is/are claimed as a feature of the mark. |
| Goods and Services | Business services, namely, matching potential private investors with entrepreneurs needing funding; Business services, namely, providing an online network for contractors to receive leads and bidding opportunities by means of an online marketplace for the purpose of developing business; Business services, namely, providing an online network for contractors to receive leads and bidding opportunities by means of an online marketplace for the purpose of developing business in the hedge fund industry; Business services, namely, providing an online network for vendors to receive leads and bidding opportunities by means of an online marketplace for the purpose of developing business in the hedge fund industry; Development of marketing strategies, concepts and tactics, namely, audience development, brand awareness, customer relations, online community building and digital word of mouth communications; Financial intermediary services, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 30, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 30, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Edgefolio AS |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Oslo 0254 NO |
| Party Name | Edgefolio AS |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Oslo 0254 NO |
| Party Name | Edgefolio AS |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Oslo 0254 NO |
| Event Date | Event Description |
| Friday, December 30, 2022 | CANCELLED SEC. 8 (6-YR) |
| Monday, June 14, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, November 8, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, June 14, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 29, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 29, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 9, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, February 22, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, February 16, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 16, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 16, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 8, 2016 | ASSIGNED TO LIE |
| Monday, February 8, 2016 | ASSIGNED TO LIE |
| Tuesday, February 2, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, November 4, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 4, 2015 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 4, 2015 | NON-FINAL ACTION WRITTEN |
| Wednesday, October 28, 2015 | ASSIGNED TO EXAMINER |
| Thursday, July 23, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, July 22, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 20, 2015 | NEW APPLICATION ENTERED |