FOLIOS Trademark

Trademark Overview

On Friday, August 17, 2012, a trademark application was filed for FOLIOS with the United States Patent and Trademark Office. The USPTO has given the FOLIOS trademark a serial number of 85706089. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, September 7, 2021. This trademark is owned by FOLIOfn, Inc.. The FOLIOS trademark is filed in the Insurance & Financial Services category with the following description:

financial services, namely, providing investment advice, investment management, investment consultation 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; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; and financial administration of retirement plans
folios

General Information

Serial Number85706089
Word MarkFOLIOS
Filing DateFriday, August 17, 2012
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, September 7, 2021
Registration Number4739443
Registration DateTuesday, May 19, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 22, 2013

Trademark Statements

Goods and Servicesfinancial services, namely, providing investment advice, investment management, investment consultation 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; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; and financial administration of retirement plans

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, August 24, 2012
Primary Code036
First Use Anywhere DateTuesday, November 30, 1999
First Use In Commerce DateTuesday, November 30, 1999

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
Tuesday, January 22, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 21, 2012NEW APPLICATION ENTERED
Friday, August 24, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 13, 2012ASSIGNED TO EXAMINER
Thursday, December 13, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 2, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 22, 2013PUBLISHED FOR OPPOSITION
Tuesday, April 8, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, March 19, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, September 19, 2013SOU TEAS EXTENSION RECEIVED
Thursday, September 19, 2013SOU EXTENSION 1 FILED
Monday, October 28, 2013SOU EXTENSION 1 GRANTED
Friday, October 25, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, October 29, 2013NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, March 19, 2014SOU TEAS EXTENSION RECEIVED
Wednesday, March 19, 2014SOU EXTENSION 2 FILED
Monday, April 7, 2014SOU EXTENSION 2 GRANTED
Saturday, March 21, 2015STATEMENT OF USE PROCESSING COMPLETE
Friday, September 19, 2014SOU TEAS EXTENSION RECEIVED
Friday, September 19, 2014SOU EXTENSION 3 FILED
Tuesday, September 23, 2014SOU EXTENSION 3 GRANTED
Wednesday, September 24, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, March 18, 2015TEAS STATEMENT OF USE RECEIVED
Wednesday, March 18, 2015SOU TEAS EXTENSION RECEIVED
Wednesday, March 18, 2015SOU EXTENSION 4 FILED
Wednesday, March 18, 2015USE AMENDMENT FILED
Saturday, March 21, 2015SOU EXTENSION 4 GRANTED
Thursday, April 16, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, May 19, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, May 19, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, November 18, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 24, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, April 17, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 18, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, November 18, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 18, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, May 17, 2021TEAS SECTION 8 & 15 RECEIVED
Thursday, September 2, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, May 19, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, September 7, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, November 18, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 7, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Related Keywords

folios investment financial services others brokerage mutual funds securities consultation providing