FOLIO ADVISOR Trademark

Trademark Overview


On Thursday, November 16, 2000, a trademark application was filed for FOLIO ADVISOR with the United States Patent and Trademark Office. The USPTO has given the FOLIO ADVISOR trademark a serial number of 76166223. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 10, 2025. This trademark is owned by FOLIOFN, INC.. The FOLIO ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

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 i...
folio advisor

General Information


Serial Number76166223
Word MarkFOLIO ADVISOR
Filing DateThursday, November 16, 2000
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 10, 2025
Registration Number2857168
Registration DateTuesday, June 29, 2004
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 6, 2004

Trademark Statements


Goods and Servicesfinancial 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
NOT AVAILABLE"ADVISOR"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 10, 2025
Primary Code036
First Use Anywhere DateMonday, October 16, 2000
First Use In Commerce DateMonday, October 16, 2000

Trademark Owner History


Party NameFOLIO FINANCIAL, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102

Party NameFOLIOFN, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102

Party NameFOLIOFN, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressVIENNA, VA 22182

Party NameFOLIOFN, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressVIENNA, VA 22182

Trademark Events


Event DateEvent Description
Monday, October 29, 2001CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, March 31, 2001ASSIGNED TO EXAMINER
Friday, April 27, 2001NON-FINAL ACTION MAILED
Wednesday, March 17, 2004NOTICE OF PUBLICATION
Tuesday, June 29, 2004REGISTERED-PRINCIPAL REGISTER
Thursday, December 28, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, February 7, 2002ASSIGNED TO EXAMINER
Monday, April 29, 2002LETTER OF SUSPENSION MAILED
Thursday, February 27, 2003ASSIGNED TO EXAMINER
Friday, November 21, 2003CASE FILE IN TICRS
Wednesday, February 4, 2004APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 6, 2004PUBLISHED FOR OPPOSITION
Thursday, December 28, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 18, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, June 29, 2010TEAS SECTION 8 & 15 RECEIVED
Friday, July 16, 2010CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, July 27, 2010REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, June 16, 2014TEAS SECTION 8 & 9 RECEIVED
Saturday, June 28, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, June 28, 2014REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, June 28, 2014REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, June 28, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, June 29, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, January 10, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Wednesday, November 18, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 18, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 18, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 18, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED