| Serial Number | 85132197 |
| Word Mark | FOLIO INSTITUTIONAL |
| Filing Date | Friday, September 17, 2010 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, September 18, 2021 |
| Registration Number | 3965459 |
| Registration Date | Tuesday, May 24, 2011 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 8, 2011 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INSTITUTIONAL" |
| Description of Mark | The mark consists of a circular design to the left of the words "FOLIO INSTITUTIONAL". |
| Goods and Services | 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, options and other derivative products; online securities brokerage services; mutual fund 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; and financial administration of retirement plans |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, September 22, 2010 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 1, 2009 |
| First Use In Commerce Date | Tuesday, September 1, 2009 |
| 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 |
| Saturday, September 18, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Saturday, September 18, 2021 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, September 18, 2021 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, September 18, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, May 17, 2021 | TEAS SECTION 8 & 9 RECEIVED |
| 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 |
| Sunday, May 24, 2020 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, January 16, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, May 26, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, May 26, 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, May 26, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, April 11, 2017 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, May 24, 2011 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 8, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 8, 2011 | PUBLISHED FOR OPPOSITION |
| Friday, January 28, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, January 28, 2011 | ASSIGNED TO LIE |
| Tuesday, December 28, 2010 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, December 28, 2010 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, December 28, 2010 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 28, 2010 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 28, 2010 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, December 27, 2010 | ASSIGNED TO EXAMINER |
| Thursday, September 23, 2010 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Wednesday, September 22, 2010 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, September 21, 2010 | NEW APPLICATION ENTERED IN TRAM |