FOLIO LOADER Trademark

Trademark Overview


On Wednesday, May 23, 2001, a trademark application was filed for FOLIO LOADER with the United States Patent and Trademark Office. The USPTO has given the FOLIO LOADER trademark a serial number of 76261469. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, September 1, 2016. This trademark is owned by FOLIOFN, INC.. The FOLIO LOADER trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning in the field of tradable instruments, namely, securities and mutual fund investment services
folio loader

General Information


Serial Number76261469
Word MarkFOLIO LOADER
Filing DateWednesday, May 23, 2001
Status800 - REGISTERED AND RENEWED
Status DateThursday, September 1, 2016
Registration Number3109610
Registration DateTuesday, June 27, 2006
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 1, 2002

Trademark Statements


Goods and ServicesFinancial planning in the field of tradable instruments, namely, securities and mutual fund investment services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 1, 2001
Primary Code036
First Use Anywhere DateWednesday, June 30, 2004
First Use In Commerce DateWednesday, June 30, 2004

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
Address8180 Greensboro Drive, 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
Wednesday, July 18, 2001ASSIGNED TO EXAMINER
Tuesday, October 1, 2002PUBLISHED FOR OPPOSITION
Tuesday, June 24, 2003SOU TEAS EXTENSION RECEIVED
Tuesday, June 24, 2003SOU EXTENSION 1 FILED
Monday, July 23, 2001ASSIGNED TO EXAMINER
Wednesday, August 1, 2001NON-FINAL ACTION MAILED
Friday, February 1, 2002CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 1, 2002ASSIGNED TO EXAMINER
Monday, July 1, 2002APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 11, 2002NOTICE OF PUBLICATION
Tuesday, December 24, 2002NOA MAILED - SOU REQUIRED FROM APPLICANT
Thursday, July 3, 2003SOU EXTENSION 1 GRANTED
Monday, June 14, 2004SOU EXTENSION 3 FILED
Monday, June 28, 2004SOU EXTENSION 3 GRANTED
Friday, November 5, 2004SOU EXTENSION 4 FILED
Friday, November 19, 2004SOU EXTENSION 4 GRANTED
Wednesday, June 15, 2005SOU TEAS EXTENSION RECEIVED
Thursday, December 18, 2003SOU TEAS EXTENSION RECEIVED
Thursday, December 18, 2003SOU EXTENSION 2 FILED
Wednesday, January 14, 2004SOU EXTENSION 2 GRANTED
Monday, June 14, 2004SOU TEAS EXTENSION RECEIVED
Monday, June 21, 2004CASE FILE IN TICRS
Friday, November 5, 2004SOU TEAS EXTENSION RECEIVED
Sunday, April 23, 2006ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, May 16, 2006ASSIGNED TO LIE
Tuesday, May 16, 2006LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, June 27, 2006REGISTERED-PRINCIPAL REGISTER
Thursday, December 28, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, June 15, 2005SOU TEAS EXTENSION RECEIVED
Wednesday, June 15, 2005SOU EXTENSION 5 FILED
Tuesday, June 28, 2005SOU EXTENSION 5 GRANTED
Wednesday, December 21, 2005TEAS STATEMENT OF USE RECEIVED
Wednesday, December 21, 2005USE AMENDMENT FILED
Sunday, April 16, 2006STATEMENT OF USE PROCESSING COMPLETE
Thursday, December 28, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, June 26, 2012TEAS SECTION 8 & 15 RECEIVED
Friday, June 29, 2012REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, June 29, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, June 27, 2015COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, June 10, 2016TEAS SECTION 8 & 9 RECEIVED
Friday, June 29, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 1, 2016REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, September 1, 2016REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, September 1, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, November 18, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 18, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 18, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 1, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 18, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, November 18, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 27, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED