FOLIO FINANCIAL Trademark

Trademark Overview

On Friday, December 23, 2016, a trademark application was filed for FOLIO FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the FOLIO FINANCIAL trademark a serial number of 87982626. The federal status of this trademark filing is REGISTERED as of Tuesday, March 3, 2020. This trademark is owned by FOLIOfn, Inc.. The FOLIO FINANCIAL trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

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

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs; online securities brokerage services; mutual fund investment services; investment brokerage services; investment management in the field of private placement of securities; conducting private placements and public offerings of securities; 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; providing information, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices
folio financial

General Information

Serial Number87982626
Word MarkFOLIO FINANCIAL
Filing DateFriday, December 23, 2016
Status700 - REGISTERED
Status DateTuesday, March 3, 2020
Registration Number6003330
Registration DateTuesday, March 3, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 28, 2017

Trademark Statements

Disclaimer with Predetermined Text"FINANCIAL"
Goods and ServicesVoting 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
Goods and ServicesFinancial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs; online securities brokerage services; mutual fund investment services; investment brokerage services; investment management in the field of private placement of securities; conducting private placements and public offerings of securities; 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; providing information, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, March 11, 2017
Primary Code035
First Use Anywhere DateTuesday, January 14, 2020
First Use In Commerce DateTuesday, January 14, 2020
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 6, 2017
Primary Code036
First Use Anywhere DateTuesday, January 14, 2020
First Use In Commerce DateTuesday, January 14, 2020

Trademark Owner History

Party NameFOLIO FINANCIAL, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102
Party NameFOLIO FINANCIAL, INC.
Party Type21 - New Owner After Publication
Legal Entity Type03 - Corporation
AddressMCLEAN, VA 22102
Party NameFOLIOfn, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102
Party NameFOLIOfn, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102

Trademark Events

Event DateEvent Description
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
Wednesday, November 18, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 18, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, March 3, 2020REGISTERED-PRINCIPAL REGISTER
Thursday, January 30, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, January 30, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, January 29, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, January 29, 2020STATEMENT OF USE PROCESSING COMPLETE
Wednesday, January 22, 2020USE AMENDMENT FILED
Wednesday, January 29, 2020DIVISIONAL PROCESSING COMPLETE
Wednesday, January 22, 2020DIVISIONAL REQUEST RECEIVED
Wednesday, January 29, 2020EXTENSION 4 GRANTED
Wednesday, January 22, 2020EXTENSION 4 FILED
Wednesday, January 22, 2020TEAS REQUEST TO DIVIDE RECEIVED
Wednesday, January 22, 2020TEAS EXTENSION RECEIVED
Wednesday, January 22, 2020TEAS STATEMENT OF USE RECEIVED
Tuesday, July 23, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, July 19, 2019EXTENSION 3 GRANTED
Friday, July 19, 2019EXTENSION 3 FILED
Friday, July 19, 2019TEAS EXTENSION RECEIVED
Saturday, February 2, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, February 1, 2019EXTENSION 2 GRANTED
Friday, January 18, 2019EXTENSION 2 FILED
Thursday, January 31, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, January 18, 2019TEAS EXTENSION RECEIVED
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, April 25, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, April 23, 2018EXTENSION 1 GRANTED
Monday, April 23, 2018EXTENSION 1 FILED
Monday, April 23, 2018TEAS EXTENSION RECEIVED
Tuesday, January 23, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 28, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 28, 2017PUBLISHED FOR OPPOSITION
Wednesday, November 8, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, October 19, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 4, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 3, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 3, 2017TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, April 3, 2017NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, April 3, 2017FINAL REFUSAL E-MAILED
Monday, April 3, 2017FINAL REFUSAL WRITTEN
Saturday, March 11, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 10, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 10, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 16, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, January 16, 2017NON-FINAL ACTION E-MAILED
Monday, January 16, 2017NON-FINAL ACTION WRITTEN
Monday, January 9, 2017ASSIGNED TO EXAMINER
Friday, January 6, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, December 27, 2016NEW APPLICATION ENTERED IN TRAM

Related Keywords

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