FOLIO ALLOCATOR Trademark

Trademark Overview

On Wednesday, July 17, 2002, a trademark application was filed for FOLIO ALLOCATOR with the United States Patent and Trademark Office. The USPTO has given the FOLIO ALLOCATOR trademark a serial number of 78144690. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 9, 2024. This trademark is owned by FOLIOFN, Inc.. The FOLIO ALLOCATOR trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment management, investment advice, financial planning, and financial research services; financial information services, namely providing investment and portfolio status information by electronic and other means; investment of funds for others; security brokerage services; mutual fund investment services, and asset allocation financial services
folio allocator

General Information

Serial Number78144690
Word MarkFOLIO ALLOCATOR
Filing DateWednesday, July 17, 2002
Status710 - CANCELLED - SECTION 8
Status DateFriday, August 9, 2024
Registration Number2808508
Registration DateTuesday, January 27, 2004
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 4, 2003

Trademark Statements

Goods and ServicesFinancial services, namely, investment management, investment advice, financial planning, and financial research services; financial information services, namely providing investment and portfolio status information by electronic and other means; investment of funds for others; security brokerage services; mutual fund investment services, and asset allocation financial services
NOT AVAILABLE"ALLOCATOR"

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, August 9, 2024
Primary Code036
First Use Anywhere DateTuesday, July 23, 2002
First Use In Commerce DateTuesday, July 23, 2002

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
Tuesday, November 26, 2002NON-FINAL ACTION MAILED
Friday, November 15, 2002ASSIGNED TO EXAMINER
Friday, November 22, 2002ASSIGNED TO EXAMINER
Friday, May 16, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 2, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, May 16, 2003TEAS AMENDMENT OF USE RECEIVED
Friday, May 16, 2003USE AMENDMENT FILED
Friday, July 25, 2003AMENDMENT TO USE PROCESSING COMPLETE
Thursday, May 29, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, July 3, 2003CASE FILE IN TICRS
Tuesday, July 15, 2003PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, August 19, 2003PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, September 2, 2003USE AMENDMENT ACCEPTED
Tuesday, January 27, 2004REGISTERED-PRINCIPAL REGISTER
Tuesday, January 26, 2010TEAS SECTION 8 & 15 RECEIVED
Tuesday, February 2, 2010CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 27, 2014REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
Tuesday, February 11, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, February 11, 2014REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, February 11, 2014REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, February 11, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 15, 2003NOTICE OF PUBLICATION
Tuesday, November 4, 2003PUBLISHED FOR OPPOSITION
Thursday, December 28, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 28, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, February 8, 2010REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, January 27, 2014TEAS SECTION 8 & 9 RECEIVED
Wednesday, November 18, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 18, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 18, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, November 18, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 18, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, January 27, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, August 9, 2024CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

Related Keywords

allocator folio services investment financial information namely security funds brokerage others fund