EFOLIO INTERACTIVE PORTFOLIO MANAGER Trademark

Trademark Overview

On Monday, August 30, 1999, a trademark application was filed for EFOLIO INTERACTIVE PORTFOLIO MANAGER with the United States Patent and Trademark Office. The USPTO has given the EFOLIO INTERACTIVE PORTFOLIO MANAGER trademark a serial number of 75788366. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, June 9, 2021. This trademark is owned by Morgan Keegan & Company. The EFOLIO INTERACTIVE PORTFOLIO MANAGER trademark is filed in the Insurance & Financial Services category with the following description:

financial services, namely, providing interactive financial portfolio management and brokerage in the field of securities, stocks, bonds and mutual funds by means of a global computer network
efolio interactive portfolio manager

General Information

Serial Number75788366
Word MarkEFOLIO INTERACTIVE PORTFOLIO MANAGER
Filing DateMonday, August 30, 1999
Status800 - REGISTERED AND RENEWED
Status DateWednesday, June 9, 2021
Registration Number2479106
Registration DateTuesday, August 21, 2001
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, May 29, 2001

Trademark Statements

Disclaimer with Predetermined Text"INTERACTIVE PORTFOLIO MANAGER"
Goods and Servicesfinancial services, namely, providing interactive financial portfolio management and brokerage in the field of securities, stocks, bonds and mutual funds by means of a global computer network
Pseudo MarkE FOLIO INTER ACTIVE PORT FOLIO MANAGER

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 18, 1999
Primary Code036
First Use Anywhere DateMonday, August 16, 1999
First Use In Commerce DateMonday, August 16, 1999

Trademark Owner History

Party NameRAYMOND JAMES FINANCIAL, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressST. PETERSBURG, FL 33716
Party NameMK ASSET, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWILMINGTON, DE 19810
Party NameMorgan Keegan & Company
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMemphis, TN 38103
Party NameMorgan Keegan & Company
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMemphis, TN 38103
Party NameMorgan Keegan & Company
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMemphis, TN 38103

Trademark Events

Event DateEvent Description
Wednesday, June 9, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, June 9, 2021REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Wednesday, June 9, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, June 9, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 5, 2021TEAS SECTION 8 & 9 RECEIVED
Friday, August 21, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, October 14, 2015AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, June 8, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 26, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 26, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, July 26, 2011REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, July 26, 2011REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, July 15, 2011TEAS SECTION 8 & 9 RECEIVED
Friday, October 9, 2009ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 9, 2009TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, March 5, 2008AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, February 8, 2007CASE FILE IN TICRS
Wednesday, November 15, 2006REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, November 9, 2006ASSIGNED TO PARALEGAL
Wednesday, September 13, 2006REGISTERED - SEC. 8 (6-YR) FILED
Wednesday, September 13, 2006TEAS SECTION 8 RECEIVED
Tuesday, August 21, 2001REGISTERED-PRINCIPAL REGISTER
Tuesday, May 29, 2001PUBLISHED FOR OPPOSITION
Wednesday, May 16, 2001NOTICE OF PUBLICATION
Sunday, February 11, 2001APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 2, 2001CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 29, 2000NON-FINAL ACTION MAILED
Thursday, May 18, 2000CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 31, 2000NON-FINAL ACTION MAILED
Wednesday, March 22, 2000ASSIGNED TO EXAMINER
Friday, March 17, 2000ASSIGNED TO EXAMINER
Tuesday, February 22, 2000ASSIGNED TO EXAMINER
Wednesday, February 9, 2000ASSIGNED TO EXAMINER

Related Keywords

manager portfolio interactive efolio financial mutual bonds funds means network computer global stocks field