FOLIO MANAGED ACCOUNTS - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 78342179
Serial Number
78342179
Registration Number
2908830
Word Mark
FOLIO MANAGED ACCOUNTS
Status
800 - Registered And Renewed
Status Date
2015-06-27
Filing Date
2003-12-17
Registration Number
2908830
Registration Date
2004-12-07
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2004-09-14
Attorney Name
Nathaniel St. Clair, II
Law Office Assigned Location Code
M50
Employee Name
FIRST, VIVIAN M
Statements
Disclaimer with Predetermined Text
"Managed Accounts"
Goods and Services
Financial management, financial planning and financial investment services in the field of tradable instruments, securities, commodities and futures; financial analysis and consultation for others, namely, investors; mutual fund investment services; financial information services, namely, investment and portfolio status information provided by electronic means; and online security brokerage services
Pseudo Mark
PORTFOLIO MANAGED ACCOUNTS
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2004-01-06
Primary Code
036
First Use Anywhere Date
2003-09-10
First Use In Commerce Date
2003-09-10
Current Trademark Owners
Party Name
FOLIO FINANCIAL, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
FOLIO FINANCIAL, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
FOLIOfn, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
FOLIOfn, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
FOLIOfn, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Nathaniel St. Clair, II
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration2589345
Prior Registration2646466
Prior Registration2663525
Prior Registration2679477
Prior Registration2689009
Prior Registration2689010
Prior Registration2709678
Trademark Events
Event DateEvent Description
2004-01-06NEW APPLICATION ENTERED IN TRAM
2004-07-08ASSIGNED TO EXAMINER
2004-07-13APPROVED FOR PUB - PRINCIPAL REGISTER
2004-08-25NOTICE OF PUBLICATION
2004-09-14PUBLISHED FOR OPPOSITION
2004-12-07REGISTERED-PRINCIPAL REGISTER
2006-12-28TEAS CHANGE OF OWNER ADDRESS RECEIVED
2006-12-28APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2011-06-07TEAS SECTION 8 RECEIVED
2011-07-16CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2011-07-16REGISTERED - SEC. 8 (6-YR) ACCEPTED
2011-07-16NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
2015-06-08TEAS SECTION 8 & 9 RECEIVED
2015-06-27CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2015-06-27REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2015-06-27REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2015-06-27NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
2019-01-16AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2020-11-18TEAS CHANGE OF OWNER ADDRESS RECEIVED
2020-11-18TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-11-18ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-11-18TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-11-18APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED