FOLIOFIRST - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87410589
Serial Number
87410589
Registration Number
5670986
Word Mark
FOLIOFIRST
Status
700 - Registered
Status Date
2019-02-05
Filing Date
2017-04-13
Registration Number
5670986
Registration Date
2019-02-05
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2017-12-05
Law Office Assigned Location Code
M10
Employee Name
CAPSHAW, DANIEL
Statements
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
providing investment advice and investment consultation; investment management in the field of private placement of securities; conducting private placements and public offerings of securities; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; financial administration of retirement plans; providing information, research, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices
Goods and Services
Computer services, namely, creating an on-line community for registered users to organize groups, participate in discussions, and engage in social, business and community networking services in the fields of financial planning, finance, investing, and portfolio management and accessible via the Internet and electronic, digital and mobile devices; hosting on-line web facilities for others for organizing and conducting interactive discussions via communication networks and for sharing of ideas between investors and potential investors, all in the fields of financial planning, finance, investing, and portfolio management and accessible via the Internet and electronic, digital and mobile devices; providing online network services that enable users to transfer data to and share data with and among multiple websites and providing non-downloadable software to measure and display the performance of investment ideas and investment portfolios based on public opinion, investor perception and finance-related surveys, all in the fields of financial planning, finance, investing, and financial portfolio management and accessible via the Internet, and electronic, digital and mobile devices
Pseudo Mark
FOLIO FIRST
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
2017-04-20
Primary Code
036
First Use Anywhere Date
2017-05-22
First Use In Commerce Date
2017-05-22
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Address
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Party Name
Party Type
20 - Owner at Publication
Address
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Party Name
Party Type
10 - Original Applicant
Address
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Correspondences
Name
Nathaniel St. Clair, II
Address
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Prior Registrations
Relationship TypeReel Number
Continuity Child87978372
Trademark Events
Event DateEvent Description
2017-04-17NEW APPLICATION ENTERED IN TRAM
2017-04-20NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-04-21NOTICE OF PSEUDO MARK E-MAILED
2017-06-05ASSIGNED TO EXAMINER
2017-06-05NON-FINAL ACTION WRITTEN
2017-06-05NON-FINAL ACTION E-MAILED
2017-06-05NOTIFICATION OF NON-FINAL ACTION E-MAILED
2017-10-03TEAS RESPONSE TO OFFICE ACTION RECEIVED
2017-10-03CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-10-04TEAS/EMAIL CORRESPONDENCE ENTERED
2017-10-19APPROVED FOR PUB - PRINCIPAL REGISTER
2017-10-30ASSIGNED TO LIE
2017-11-15NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-12-05PUBLISHED FOR OPPOSITION
2017-12-05OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-01-30NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2018-07-30TEAS EXTENSION RECEIVED
2018-07-30TEAS REQUEST TO DIVIDE RECEIVED
2018-08-16CASE ASSIGNED TO INTENT TO USE PARALEGAL
2018-07-30DIVISIONAL REQUEST RECEIVED
2018-08-28DIVISIONAL PROCESSING COMPLETE
2018-07-30EXTENSION 1 FILED
2018-08-28EXTENSION 1 GRANTED
2018-08-29NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2018-08-30CORRECTED NOA E-MAILED
2018-12-17TEAS STATEMENT OF USE RECEIVED
2018-12-17USE AMENDMENT FILED
2018-12-21STATEMENT OF USE PROCESSING COMPLETE
2019-01-02ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2019-01-03NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2019-01-16ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2019-02-05REGISTERED-PRINCIPAL REGISTER
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