| Serial Number | 87978372 |
| Word Mark | FOLIOFIRST |
| Filing Date | Thursday, April 13, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 9, 2018 |
| Registration Number | 5582422 |
| Registration Date | Tuesday, October 9, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 5, 2017 |
| Pseudo Mark | FOLIO FIRST |
| Goods and Services | Financial services, namely, investment management 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; providing investment and portfolio status information by electronic means |
| Goods and Services | Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes by global computer network, electronic means, computer communication, telephone communication, and other means |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 20, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, May 22, 2017 |
| First Use In Commerce Date | Monday, May 22, 2017 |
| 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 | Thursday, April 20, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, May 22, 2017 |
| First Use In Commerce Date | Monday, May 22, 2017 |
| 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 |
| Monday, October 9, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) 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 |
| Tuesday, October 9, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, September 6, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, September 5, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, August 29, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, August 28, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, July 30, 2018 | USE AMENDMENT FILED |
| Tuesday, August 28, 2018 | SOU EXTENSION 1 GRANTED |
| Monday, July 30, 2018 | SOU EXTENSION 1 FILED |
| Tuesday, August 28, 2018 | DIVISIONAL PROCESSING COMPLETE |
| Monday, July 30, 2018 | DIVISIONAL REQUEST RECEIVED |
| Thursday, August 16, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, July 30, 2018 | TEAS REQUEST TO DIVIDE RECEIVED |
| Monday, July 30, 2018 | SOU TEAS EXTENSION RECEIVED |
| Monday, July 30, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, January 30, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 5, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 5, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 15, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, October 30, 2017 | ASSIGNED TO LIE |
| Thursday, October 19, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 4, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, October 3, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, October 3, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 5, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 5, 2017 | NON-FINAL ACTION E-MAILED |
| Monday, June 5, 2017 | NON-FINAL ACTION WRITTEN |
| Monday, June 5, 2017 | ASSIGNED TO EXAMINER |
| Friday, April 21, 2017 | NOTICE OF PSEUDO MARK E-MAILED |
| Thursday, April 20, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 17, 2017 | NEW APPLICATION ENTERED |