| Serial Number | 77435025 |
| Word Mark | FOLIOMAX |
| Filing Date | Saturday, March 29, 2008 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, May 17, 2018 |
| Registration Number | 3596315 |
| Registration Date | Tuesday, March 24, 2009 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 19, 2008 |
| Goods and Services | Advice relating to investments; Credit and financial consultation; Equity capital investment; Financial advice; Financial advice and consultancy services; Financial analyses; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial forecasting; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advice; Investment advisory services; Investment consultation; Online financial planning services; Providing financial information; Providing information in the field of real estate via the Internet; Providing on-line financial calculators; Real estate investment; Real estate investment services in the nature of purchasing and selling of real estate for others |
| Pseudo Mark | PORTFOLIO MAX |
| 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 | Wednesday, April 2, 2008 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 10, 2002 |
| First Use In Commerce Date | Tuesday, December 10, 2002 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Davie, FL 33325 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Atlanta, GA 30317 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Brookline, MA 02446 |
| Event Date | Event Description |
| Thursday, May 17, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, May 17, 2018 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, May 17, 2018 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, May 17, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, May 7, 2018 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, March 24, 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, March 3, 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Tuesday, March 3, 2015 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, March 3, 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, February 27, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, February 27, 2015 | TEAS SECTION 8 RECEIVED |
| Tuesday, March 24, 2009 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 17, 2009 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Tuesday, February 17, 2009 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, January 30, 2009 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, January 12, 2009 | USE AMENDMENT FILED |
| Friday, January 30, 2009 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, January 12, 2009 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 16, 2008 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, December 1, 2008 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, November 3, 2008 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Tuesday, August 19, 2008 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Tuesday, August 19, 2008 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 30, 2008 | NOTICE OF PUBLICATION |
| Monday, July 14, 2008 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, July 14, 2008 | ASSIGNED TO LIE |
| Monday, July 14, 2008 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, July 7, 2008 | ASSIGNED TO EXAMINER |
| Thursday, April 3, 2008 | NOTICE OF PSEUDO MARK MAILED |
| Wednesday, April 2, 2008 | NEW APPLICATION ENTERED IN TRAM |