| Serial Number | 85495789 |
| Word Mark | FOLIO CLIENT |
| Filing Date | Thursday, December 15, 2011 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, March 29, 2024 |
| Registration Number | 4402362 |
| Registration Date | Tuesday, September 17, 2013 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 2, 2013 |
| Goods and Services | financial services, namely, providing investment advice and securities investment services; banking, portfolio management, and holding as a custodian financial assets of others for financial management purposes; investment management, investment consultation and investment of funds for others; financial services, namely, the trading for others of financial instruments, securities, mutual funds, electronic transfer of funds (ETFs), commodity futures contracts, derivative contracts, cash investments, physical commodities, and banking and insurance instruments ; online securities brokerage, portfolio management, and investment services; investment brokerage services; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans |
| Goods and Services | voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes by global computer network, electronic means, computer communication, telephone communication, and other means |
| Disclaimer with Predetermined Text | "'CLIENT'" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 29, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, January 31, 2006 |
| First Use In Commerce Date | Tuesday, January 31, 2006 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 29, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 31, 2006 |
| First Use In Commerce Date | Tuesday, January 31, 2006 |
| 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 | 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 |
| Friday, March 29, 2024 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Saturday, September 17, 2022 | 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 |
| Saturday, October 26, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, October 26, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, October 26, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, September 13, 2019 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, January 16, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, September 17, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 17, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 2, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 2, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 12, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 29, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, May 20, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 1, 2013 | ASSIGNED TO EXAMINER |
| Tuesday, April 23, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, April 23, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 23, 2013 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, October 23, 2012 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, October 23, 2012 | FINAL REFUSAL E-MAILED |
| Tuesday, October 23, 2012 | FINAL REFUSAL WRITTEN |
| Tuesday, October 2, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, October 2, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 20, 2012 | ASSIGNED TO LIE |
| Tuesday, September 11, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 11, 2012 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, March 28, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 28, 2012 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 28, 2012 | NON-FINAL ACTION WRITTEN |
| Saturday, March 24, 2012 | ASSIGNED TO EXAMINER |
| Thursday, December 22, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 19, 2011 | NEW APPLICATION ENTERED |