FOLIO INSTITUTIONAL Trademark

Trademark Overview

On Thursday, August 20, 2009, a trademark application was filed for FOLIO INSTITUTIONAL with the United States Patent and Trademark Office. The USPTO has given the FOLIO INSTITUTIONAL trademark a serial number of 77808721. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, June 24, 2020. This trademark is owned by FOLIOfn, Inc.. The FOLIO INSTITUTIONAL trademark is filed in the Insurance & Financial Services category with the following description:

financial management, financial planning and financial investment brokerage and advisory services in the field of tradable instruments, namely, securities; online securities brokerage services; financial services in the nature of brokerage of investment securities; mutual fund investment services; financial analysis and consultation for others, namely, investors; and providing financial information services in the fields of financial investments and financial portfolios status provided by electronic means
folio institutional

General Information

Serial Number77808721
Word MarkFOLIO INSTITUTIONAL
Filing DateThursday, August 20, 2009
Status800 - REGISTERED AND RENEWED
Status DateWednesday, June 24, 2020
Registration Number3780564
Registration DateTuesday, April 27, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 9, 2010

Trademark Statements

Disclaimer with Predetermined Text"INSTITUTIONAL"
Goods and Servicesfinancial management, financial planning and financial investment brokerage and advisory services in the field of tradable instruments, namely, securities; online securities brokerage services; financial services in the nature of brokerage of investment securities; mutual fund investment services; financial analysis and consultation for others, namely, investors; and providing financial information services in the fields of financial investments and financial portfolios status provided by electronic means
Pseudo MarkFOLIOFN INSTITUTIONAL

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 24, 2009
Primary Code036
First Use Anywhere DateFriday, June 12, 2009
First Use In Commerce DateFriday, June 12, 2009

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
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
Wednesday, June 24, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, June 24, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, June 24, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, June 23, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, April 7, 2020TEAS SECTION 8 & 9 RECEIVED
Saturday, April 27, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, May 4, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, May 4, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, May 4, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 2, 2016TEAS SECTION 8 & 15 RECEIVED
Tuesday, April 27, 2010REGISTERED-PRINCIPAL REGISTER
Tuesday, February 9, 2010OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 9, 2010PUBLISHED FOR OPPOSITION
Wednesday, January 6, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, January 6, 2010ASSIGNED TO LIE
Wednesday, December 16, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 16, 2009EXAMINER'S AMENDMENT ENTERED
Wednesday, December 16, 2009NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, December 16, 2009EXAMINERS AMENDMENT E-MAILED
Wednesday, December 16, 2009EXAMINERS AMENDMENT -WRITTEN
Tuesday, December 15, 2009EXAMINER'S AMENDMENT ENTERED
Tuesday, December 15, 2009NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, December 15, 2009EXAMINERS AMENDMENT E-MAILED
Tuesday, December 15, 2009EXAMINERS AMENDMENT -WRITTEN
Wednesday, December 2, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 2, 2009NON-FINAL ACTION E-MAILED
Wednesday, December 2, 2009NON-FINAL ACTION WRITTEN
Tuesday, November 24, 2009ASSIGNED TO EXAMINER
Tuesday, August 25, 2009NOTICE OF PSEUDO MARK MAILED
Monday, August 24, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, August 24, 2009NEW APPLICATION ENTERED IN TRAM

Related Keywords

institutional folio financial services securities brokerage investment namely investors fields providing information