FUNDFOLIO Trademark

Trademark Overview

On Thursday, September 30, 2021, a trademark application was filed for FUNDFOLIO with the United States Patent and Trademark Office. The USPTO has given the FUNDFOLIO trademark a serial number of 97054993. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Wednesday, August 28, 2024. This trademark is owned by FundFolio, Inc.. The FUNDFOLIO trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Financial affairs, namely, financial information, management, and analysis services; Stock management in the nature of financial services

Tax filing services; Consultancy relating to tax preparation and tax filing services; Providing information relating to tax preparation and tax filing services

Electronic data storage for financial information
fundfolio

General Information

Serial Number97054993
Word MarkFUNDFOLIO
Filing DateThursday, September 30, 2021
Status819 - SU - REGISTRATION REVIEW COMPLETE
Status DateWednesday, August 28, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 30, 2022

Trademark Statements

Description of MarkThe mark consists of the combined word FUNDFOLIO in stylized font followed by a dot enclosed in a rectangle.
Pseudo MarkFUND FOLIO
Goods and ServicesFinancial affairs, namely, financial information, management, and analysis services; Stock management in the nature of financial services
Goods and ServicesTax filing services; Consultancy relating to tax preparation and tax filing services; Providing information relating to tax preparation and tax filing services
Goods and ServicesElectronic data storage for financial information

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 27, 2022
Primary Code035
First Use Anywhere DateSaturday, May 29, 2021
First Use In Commerce DateSaturday, May 29, 2021
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 27, 2022
Primary Code036
First Use Anywhere DateSaturday, May 29, 2021
First Use In Commerce DateSaturday, May 29, 2021
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, October 28, 2021
Primary Code042
First Use Anywhere DateSaturday, May 29, 2021
First Use In Commerce DateSaturday, May 29, 2021

Trademark Owner History

Party NameFundFolio, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94107
Party NameFundFolio, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94107

Trademark Events

Event DateEvent Description
Monday, October 4, 2021NEW APPLICATION ENTERED
Thursday, October 28, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, October 29, 2021NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, June 30, 2022ASSIGNED TO EXAMINER
Thursday, June 30, 2022NON-FINAL ACTION WRITTEN
Thursday, June 30, 2022NON-FINAL ACTION E-MAILED
Thursday, June 30, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 25, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, July 25, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 26, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 27, 2022EXAMINERS AMENDMENT -WRITTEN
Wednesday, July 27, 2022EXAMINERS AMENDMENT E-MAILED
Wednesday, July 27, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, July 27, 2022EXAMINER'S AMENDMENT ENTERED
Wednesday, July 27, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 10, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 30, 2022PUBLISHED FOR OPPOSITION
Tuesday, August 30, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 25, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, April 21, 2023SOU TEAS EXTENSION RECEIVED
Friday, April 21, 2023SOU EXTENSION 1 FILED
Friday, April 21, 2023SOU EXTENSION 1 GRANTED
Tuesday, April 25, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, October 25, 2023SOU EXTENSION 2 FILED
Friday, October 27, 2023USE AMENDMENT FILED
Friday, October 27, 2023TEAS PETITION TO REVIVE RECEIVED
Friday, October 27, 2023PETITION TO REVIVE-GRANTED
Friday, October 27, 2023NOTICE OF REVIVAL - E-MAILED
Friday, October 27, 2023SOU EXTENSION RECEIVED WITH TEAS PETITION
Friday, October 27, 2023TEAS STATEMENT OF USE RECEIVED
Friday, October 27, 2023NOTICE OF REVIVAL - E-MAILED
Thursday, November 9, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, November 9, 2023SOU EXTENSION 2 GRANTED
Thursday, November 9, 2023STATEMENT OF USE PROCESSING COMPLETE
Friday, November 10, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, December 4, 2023SU - NON-FINAL ACTION - WRITTEN
Monday, December 4, 2023NON-FINAL ACTION E-MAILED
Monday, December 4, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 4, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, August 16, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, August 16, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 16, 2024ASSIGNED TO LIE
Wednesday, August 28, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, August 28, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Related Keywords

fundfolio services financial information filing preparation management relating electronic storage data