FOLIOS, LLC Trademark

Trademark Overview

On Friday, August 21, 2015, a trademark application was filed for FOLIOS, LLC with the United States Patent and Trademark Office. The USPTO has given the FOLIOS, LLC trademark a serial number of 86732878. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 19, 2025. This trademark is owned by FOLIOfn, Inc.. The FOLIOS, LLC 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, llc

General Information

Serial Number86732878
Word MarkFOLIOS, LLC
Filing DateFriday, August 21, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, December 19, 2025
Registration Number5769965
Registration DateTuesday, June 4, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 23, 2016

Trademark Statements

NOT AVAILABLE"LLC"
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 Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, December 19, 2025
Primary Code036
First Use Anywhere DateMonday, April 8, 2019
First Use In Commerce DateMonday, April 8, 2019

Trademark Owner History

Party NameFOLIO FINANCIAL, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102
Party NameFOLIO FINANCIAL, INC.
Party Type21 - New Owner After Publication
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, August 25, 2015NEW APPLICATION ENTERED
Wednesday, August 26, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 5, 2015ASSIGNED TO EXAMINER
Monday, December 7, 2015ASSIGNED TO EXAMINER
Tuesday, December 8, 2015EXAMINERS AMENDMENT -WRITTEN
Tuesday, December 8, 2015EXAMINERS AMENDMENT E-MAILED
Tuesday, December 8, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, December 8, 2015EXAMINER'S AMENDMENT ENTERED
Tuesday, December 8, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 3, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 23, 2016PUBLISHED FOR OPPOSITION
Tuesday, February 23, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 19, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, October 13, 2016SOU TEAS EXTENSION RECEIVED
Thursday, October 13, 2016SOU EXTENSION 1 FILED
Thursday, October 13, 2016SOU EXTENSION 1 GRANTED
Saturday, October 15, 2016NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, April 10, 2017SOU TEAS EXTENSION RECEIVED
Monday, April 10, 2017SOU EXTENSION 2 FILED
Monday, April 10, 2017SOU EXTENSION 2 GRANTED
Wednesday, April 12, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, October 13, 2017SOU TEAS EXTENSION RECEIVED
Friday, October 13, 2017SOU EXTENSION 3 FILED
Friday, October 13, 2017SOU EXTENSION 3 GRANTED
Tuesday, October 17, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, March 22, 2018SOU TEAS EXTENSION RECEIVED
Thursday, March 22, 2018SOU EXTENSION 4 FILED
Thursday, March 22, 2018SOU EXTENSION 4 GRANTED
Saturday, March 24, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, October 8, 2018SOU TEAS EXTENSION RECEIVED
Tuesday, October 16, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, October 8, 2018SOU EXTENSION 5 FILED
Tuesday, October 16, 2018SOU EXTENSION 5 GRANTED
Wednesday, October 17, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, April 11, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, April 11, 2019USE AMENDMENT FILED
Friday, April 12, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, April 29, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, April 30, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, June 4, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, November 18, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 18, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 18, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 18, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 18, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, June 4, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, December 19, 2025CANCELLED SEC. 8 (6-YR)

Related Keywords

folios investment financial services others brokerage mutual funds securities consultation providing