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 87978372. The federal status of this trademark filing is REGISTERED as of Tuesday, October 9, 2018. This trademark is owned by FOLIOfn, Inc.. The FOLIOFIRST trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

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

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
foliofirst

General Information

Serial Number87978372
Word MarkFOLIOFIRST
Filing DateThursday, April 13, 2017
Status700 - REGISTERED
Status DateTuesday, October 9, 2018
Registration Number5582422
Registration DateTuesday, October 9, 2018
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 ServicesFinancial 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 ServicesVoting 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

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 20, 2017
Primary Code035
First Use Anywhere DateMonday, May 22, 2017
First Use In Commerce DateMonday, May 22, 2017
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, 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, 2017ASSIGNED TO EXAMINER
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
Wednesday, October 4, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 3, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 3, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 19, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
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
Tuesday, January 30, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, July 30, 2018TEAS STATEMENT OF USE RECEIVED
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, 2018SOU EXTENSION 1 GRANTED
Tuesday, October 9, 2018REGISTERED-PRINCIPAL REGISTER
Monday, July 30, 2018SOU EXTENSION 1 FILED
Monday, July 30, 2018USE AMENDMENT FILED
Tuesday, August 28, 2018DIVISIONAL PROCESSING COMPLETE
Tuesday, August 28, 2018STATEMENT OF USE PROCESSING COMPLETE
Wednesday, August 29, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, September 5, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, September 6, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 18, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 18, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 18, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, November 18, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 18, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 7, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 7, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, October 7, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 7, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 7, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, October 9, 2024TEAS SECTION 8 RECEIVED
Monday, October 9, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Related Keywords

foliofirst services investment voting means other brokerage proxy electronic financial mutual