| Serial Number | 75476464 |
| Word Mark | FOLIOTRADE |
| Filing Date | Wednesday, April 29, 1998 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, June 30, 2023 |
| Registration Number | 2663525 |
| Registration Date | Tuesday, December 17, 2002 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 20, 1999 |
| Certificate of Correction for Registration | In the statement, column 1, lines 14 through 20, "commodities, futures and other tradable investment services; venture capital, equity and debt financing; private placements and public offerings of securities, futures, commodities, bank and insurance products; investment banking," should be deleted, and, column 2, lines 3, 4 and 5, "collateralizing extensions of credit by securities investments; mortgage financing;" should be deleted, and, lines 8 and 9, "commercial banking; merchant banking; mutual fund sponsoring;" should be deleted, and, lines 10 and 11, "insurance agency services;" should be deleted. |
| Goods and Services | Financial and investment services, via the global computer network, [ direct modem dial-up connection, computer, telephone, and other communication networks and in person, ] namely, brokerage, trading and advisory services relating to securities, [commodities, futures and other tradable investment services; venture capital, equity and debt financing; private placements and public offerings of securities, futures, commodities, banking and insurance products; investment banking,] advisory and management services; [ proxy voting services; ] market making and trading in securities; [collateralizing extensions of credit by securities investments; mortgage financing;] order executing, clearing and settling for correspondent brokers; [ financial planning services; commercial banking; merchant banking; mutual fund sponsoring; investment research services; insurance agency services; and investor education services; ] and provision of financial investment and portfolio status information via a global computer network |
| Pseudo Mark | FOLIO TRADE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, June 30, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 21, 2002 |
| First Use In Commerce Date | Wednesday, August 21, 2002 |
| Party Name | FOLIO FINANCIAL, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Party Name | FOLIO (FN), INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | MCLEAN, VA 22102 |
| Party Name | FOLIO (FN), INC. |
| Party Type | 23 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | VIENNA, VA 22182 |
| Party Name | FOLIO TRADE LLC |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MCLEAN, VA 22102 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | GREAT FALLS, VA 220662025 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | GREAT FALLS, VA 220662025 |
| Event Date | Event Description |
| Friday, June 30, 2023 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Friday, December 17, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 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 |
| Friday, January 11, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, January 11, 2013 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, January 11, 2013 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, January 11, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, December 14, 2012 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, July 17, 2009 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, June 24, 2009 | ASSIGNED TO PARALEGAL |
| Wednesday, June 24, 2009 | ASSIGNED TO PARALEGAL |
| Wednesday, June 17, 2009 | TEAS SECTION 8 RECEIVED |
| Tuesday, March 4, 2008 | CASE FILE IN TICRS |
| Wednesday, January 3, 2007 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, December 28, 2006 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 28, 2006 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, May 1, 2003 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
| Tuesday, February 25, 2003 | SEC 7 REQUEST FILED |
| Tuesday, February 25, 2003 | PAPER RECEIVED |
| Tuesday, December 17, 2002 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, October 10, 2002 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, October 4, 2002 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, August 23, 2002 | USE AMENDMENT FILED |
| Monday, August 26, 2002 | PAPER RECEIVED |
| Saturday, March 9, 2002 | SOU EXTENSION 5 GRANTED |
| Wednesday, February 13, 2002 | SOU EXTENSION 5 FILED |
| Friday, August 24, 2001 | SOU EXTENSION 4 GRANTED |
| Friday, August 24, 2001 | SOU EXTENSION 4 FILED |
| Wednesday, March 7, 2001 | SOU EXTENSION 3 GRANTED |
| Monday, February 5, 2001 | SOU EXTENSION 3 FILED |
| Wednesday, August 23, 2000 | SOU EXTENSION 2 GRANTED |
| Wednesday, August 23, 2000 | SOU EXTENSION 2 FILED |
| Tuesday, September 21, 1999 | SOU EXTENSION 1 GRANTED |
| Monday, August 30, 1999 | SOU EXTENSION 1 FILED |
| Tuesday, August 24, 1999 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 20, 1999 | PUBLISHED FOR OPPOSITION |
| Friday, March 19, 1999 | NOTICE OF PUBLICATION |
| Tuesday, December 29, 1998 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, December 15, 1998 | EXAMINER'S AMENDMENT MAILED |
| Tuesday, December 1, 1998 | ASSIGNED TO EXAMINER |