| Serial Number | 88231527 |
| Word Mark | FOLIO ADVISOR CONNEXION |
| Filing Date | Monday, December 17, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 30, 2019 |
| Registration Number | 5819652 |
| Registration Date | Tuesday, July 30, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 14, 2019 |
| Pseudo Mark | FOLIO ADVISOR CONNECTION |
| NOT AVAILABLE | "ADVISOR" |
| Goods and Services | platform-as-a-service (PAAS) services featuring computer software platform applications for customization and workflow management of client investment and financial portfolios |
| 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 | Tuesday, January 8, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, November 30, 2018 |
| First Use In Commerce Date | Friday, November 30, 2018 |
| Party Name | FOLIO FINANCIAL, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Party Name | FOLIO FINANCIAL, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | MCLEAN, VA 22102 |
| Party Name | FOLIO FINANCIAL, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | MCLEAN, VA 22102 |
| Party Name | FOLIOfn, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Event Date | Event Description |
| Thursday, December 20, 2018 | NEW APPLICATION ENTERED |
| Wednesday, March 13, 2019 | ASSIGNED TO EXAMINER |
| Sunday, March 17, 2019 | NON-FINAL ACTION WRITTEN |
| Sunday, March 17, 2019 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 8, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 16, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Sunday, March 17, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, March 17, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, March 17, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Sunday, March 17, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Sunday, April 7, 2019 | ASSIGNED TO LIE |
| Wednesday, April 10, 2019 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, April 24, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 14, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 30, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, November 18, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Sunday, March 17, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Sunday, March 17, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 14, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, November 18, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, November 18, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, November 18, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, November 18, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, July 30, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |