FOLIO CLIENT - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Serial Number
85495789
Registration Number
4402362
Word Mark
FOLIO CLIENT
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2019-10-26
Filing Date
2011-12-15
Registration Number
4402362
Registration Date
2013-09-17
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2013-07-02
Attorney Name
Law Office Assigned Location Code
L40
Employee Name
WILKE, JOHN
Statements
Disclaimer with Predetermined Text
"'CLIENT'"
Goods and Services
voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes by global computer network, electronic means, computer communication, telephone communication, and other means
Goods and Services
financial services, namely, providing investment advice and securities investment services; banking, portfolio management, and holding as a custodian financial assets of others for financial management purposes; investment management, investment consultation and investment of funds for others; financial services, namely, the trading for others of financial instruments, securities, mutual funds, electronic transfer of funds (ETFs), commodity futures contracts, derivative contracts, cash investments, physical commodities, and banking and insurance instruments ; online securities brokerage, portfolio management, and 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; financial administration of retirement plans
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2012-10-02
Primary Code
035
First Use Anywhere Date
2006-02-00
First Use In Commerce Date
2006-02-00
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
2011-12-22
Primary Code
036
First Use Anywhere Date
2006-02-00
First Use In Commerce Date
2006-02-00
Current Trademark Owners
Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
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 Type | Reel Number |
| Prior Registration | 2589345 |
| Prior Registration | 2689010 |
| Prior Registration | 2709678 |
Trademark Events
| Event Date | Event Description |
| 2011-12-19 | NEW APPLICATION ENTERED IN TRAM |
| 2011-12-22 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2012-03-24 | ASSIGNED TO EXAMINER |
| 2012-03-28 | NON-FINAL ACTION WRITTEN |
| 2012-03-28 | NON-FINAL ACTION E-MAILED |
| 2012-03-28 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2012-09-11 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2012-09-11 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2012-09-20 | ASSIGNED TO LIE |
| 2012-10-02 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2012-10-02 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2012-10-23 | FINAL REFUSAL WRITTEN |
| 2012-10-23 | FINAL REFUSAL E-MAILED |
| 2012-10-23 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 2013-04-23 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2013-04-23 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2013-04-23 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2013-05-01 | ASSIGNED TO EXAMINER |
| 2013-05-20 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2013-05-29 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2013-06-12 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2013-07-02 | PUBLISHED FOR OPPOSITION |
| 2013-07-02 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2013-09-17 | REGISTERED-PRINCIPAL REGISTER |
| 2018-09-17 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 2019-01-16 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 2019-09-13 | TEAS SECTION 8 & 15 RECEIVED |
| 2019-10-26 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2019-10-26 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2019-10-26 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 2020-11-18 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2020-11-18 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-11-18 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2020-11-18 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-11-18 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
