| Serial Number | 76166223 |
| Word Mark | FOLIO ADVISOR |
| Filing Date | Thursday, November 16, 2000 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, June 28, 2014 |
| Registration Number | 2857168 |
| Registration Date | Tuesday, June 29, 2004 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 6, 2004 |
| Goods and Services | financial management, [ financial planning ] and financial investment services in the field of tradable instruments, namely, securities, [ commodities and futures, ] via a global computer network, electronic means, computer communication, [ telephone communication, ] and other means; [ financing services, namely, venture capital, equity and debt financing; ] financial services, namely, [ conducting private placements and public offerings of securities, futures and commodities; investment banking services; investment advice and ] investment management services; [ security brokerage services; ] financial services in the nature of investment securities; [ mortgage lending; ] investment brokerage services; [ financial planning services; commercial banking services; merchant banking services; mutual fund investment services; ] financial investment and research services; financial analysis and consultation for others, namely, investors; and financial information services, namely, providing investment and portfolio status information by electronic means |
| Disclaimer with Predetermined Text | "ADVISOR" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 28, 2000 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 16, 2000 |
| First Use In Commerce Date | Monday, October 16, 2000 |
| Party Name | FOLIO FINANCIAL, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Party Name | FOLIOFN, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Party Name | FOLIOFN, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | VIENNA, VA 22182 |
| Party Name | FOLIOFN, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | VIENNA, VA 22182 |
| Event Date | Event Description |
| Thursday, June 29, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, November 18, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, November 18, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, November 18, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, November 18, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, November 18, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, January 16, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Saturday, June 28, 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Saturday, June 28, 2014 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, June 28, 2014 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, June 28, 2014 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, June 16, 2014 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, July 27, 2010 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, July 16, 2010 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, June 29, 2010 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, December 28, 2006 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 28, 2006 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, June 29, 2004 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 6, 2004 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 17, 2004 | NOTICE OF PUBLICATION |
| Wednesday, February 4, 2004 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 21, 2003 | CASE FILE IN TICRS |
| Thursday, February 27, 2003 | ASSIGNED TO EXAMINER |
| Monday, April 29, 2002 | LETTER OF SUSPENSION MAILED |
| Thursday, February 7, 2002 | ASSIGNED TO EXAMINER |
| Monday, October 29, 2001 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 27, 2001 | NON-FINAL ACTION MAILED |
| Saturday, March 31, 2001 | ASSIGNED TO EXAMINER |