| Serial Number | 78342179 |
| Word Mark | FOLIO MANAGED ACCOUNTS |
| Filing Date | Wednesday, December 17, 2003 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, June 27, 2015 |
| Registration Number | 2908830 |
| Registration Date | Tuesday, December 7, 2004 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 14, 2004 |
| Goods and Services | Financial management, financial planning and financial investment services in the field of tradable instruments, securities, commodities and futures; financial analysis and consultation for others, namely, investors; mutual fund investment services; financial information services, namely, investment and portfolio status information provided by electronic means; and online security brokerage services |
| Pseudo Mark | PORTFOLIO MANAGED ACCOUNTS |
| Disclaimer with Predetermined Text | "Managed Accounts" |
| 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 | Tuesday, January 6, 2004 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 10, 2003 |
| First Use In Commerce Date | Wednesday, September 10, 2003 |
| 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 | Vienna, VA 22182 |
| Party Name | FOLIOfn, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Vienna, VA 22182 |
| Event Date | Event Description |
| Thursday, December 7, 2023 | 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 |
| Wednesday, January 16, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Saturday, June 27, 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Saturday, June 27, 2015 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, June 27, 2015 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, June 27, 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, June 8, 2015 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, July 16, 2011 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Saturday, July 16, 2011 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Saturday, July 16, 2011 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, June 7, 2011 | TEAS SECTION 8 RECEIVED |
| Thursday, December 28, 2006 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 28, 2006 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 7, 2004 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 14, 2004 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 25, 2004 | NOTICE OF PUBLICATION |
| Tuesday, July 13, 2004 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 8, 2004 | ASSIGNED TO EXAMINER |
| Tuesday, January 6, 2004 | NEW APPLICATION ENTERED |