FOLIOFIRST Trademark

Trademark Overview

On Thursday, April 13, 2017, a trademark application was filed for FOLIOFIRST with the United States Patent and Trademark Office. The USPTO has given the FOLIOFIRST trademark a serial number of 87410589. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Monday, June 23, 2025. This trademark is owned by FOLIOfn, Inc.. The FOLIOFIRST trademark is filed in the Insurance & Financial Services category with the following description:

providing investment advice and investment consultation; 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; financial administration of retirement plans; providing information, research, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices
foliofirst

General Information

Serial Number87410589
Word MarkFOLIOFIRST
Filing DateThursday, April 13, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateMonday, June 23, 2025
Registration Number5670986
Registration DateTuesday, February 5, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 5, 2017

Trademark Statements

Pseudo MarkFOLIO FIRST
Goods and Servicesproviding investment advice and investment consultation; 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; financial administration of retirement plans; providing information, research, 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 Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 20, 2017
Primary Code036
First Use Anywhere DateMonday, May 22, 2017
First Use In Commerce DateMonday, May 22, 2017

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
Monday, June 5, 2017ASSIGNED TO EXAMINER
Monday, April 17, 2017NEW APPLICATION ENTERED
Thursday, April 20, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 21, 2017NOTICE OF PSEUDO MARK E-MAILED
Monday, June 5, 2017NON-FINAL ACTION WRITTEN
Monday, June 5, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 5, 2017NON-FINAL ACTION E-MAILED
Tuesday, October 3, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 3, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 4, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 30, 2017ASSIGNED TO LIE
Wednesday, November 15, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 5, 2017PUBLISHED FOR OPPOSITION
Tuesday, December 5, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, July 30, 2018SOU EXTENSION 1 FILED
Thursday, October 19, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 30, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, July 30, 2018SOU TEAS EXTENSION RECEIVED
Monday, July 30, 2018TEAS REQUEST TO DIVIDE RECEIVED
Monday, July 30, 2018DIVISIONAL REQUEST RECEIVED
Thursday, August 16, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 28, 2018DIVISIONAL PROCESSING COMPLETE
Tuesday, August 28, 2018SOU EXTENSION 1 GRANTED
Wednesday, August 29, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, August 30, 2018CORRECTED NOA E-MAILED
Monday, December 17, 2018TEAS STATEMENT OF USE RECEIVED
Friday, December 21, 2018STATEMENT OF USE PROCESSING COMPLETE
Thursday, January 3, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, December 17, 2018USE AMENDMENT FILED
Wednesday, January 2, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, January 16, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 18, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 18, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, March 5, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, March 5, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, March 5, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, March 5, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 5, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, November 18, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 18, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, November 18, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 5, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, March 5, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, March 12, 2025TEAS SECTION 8 RECEIVED
Wednesday, June 18, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 23, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, June 23, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Related Keywords

foliofirst financial investment research private securities services planning providing consultation management