FOLIO FINANCIAL - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87982626
Serial Number
87982626
Registration Number
6003330
Word Mark
FOLIO FINANCIAL
Status
700 - Registered
Status Date
2020-03-03
Filing Date
2016-12-23
Registration Number
6003330
Registration Date
2020-03-03
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2017-11-28
Attorney Name
Nathaniel St. Clair, II
Law Office Assigned Location Code
L70
Employee Name
ENGEL, MICHAEL L
Statements
Disclaimer with Predetermined Text
"FINANCIAL"
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, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs; online securities brokerage services; mutual fund investment services; investment brokerage services; 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; providing investment and portfolio status information by electronic means; financial administration of retirement plans; providing information, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices
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
2017-03-11
Primary Code
035
First Use Anywhere Date
2020-01-14
First Use In Commerce Date
2020-01-14
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
2017-01-06
Primary Code
036
First Use Anywhere Date
2020-01-14
First Use In Commerce Date
2020-01-14
Current Trademark Owners
Party Name
FOLIO FINANCIAL, INC.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
FOLIO FINANCIAL, INC.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
FOLIO FINANCIAL, INC.
Party Type
21 - 1st New Owner After Publication
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
Continuity Parent87279403
Trademark Events
Event DateEvent Description
2016-12-27NEW APPLICATION ENTERED IN TRAM
2017-01-06NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-01-09ASSIGNED TO EXAMINER
2017-01-16NON-FINAL ACTION WRITTEN
2017-01-16NON-FINAL ACTION E-MAILED
2017-01-16NOTIFICATION OF NON-FINAL ACTION E-MAILED
2017-03-10TEAS RESPONSE TO OFFICE ACTION RECEIVED
2017-03-10CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-03-11TEAS/EMAIL CORRESPONDENCE ENTERED
2017-04-03FINAL REFUSAL WRITTEN
2017-04-03FINAL REFUSAL E-MAILED
2017-04-03NOTIFICATION OF FINAL REFUSAL EMAILED
2017-10-03TEAS REQUEST FOR RECONSIDERATION RECEIVED
2017-10-03CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-10-04TEAS/EMAIL CORRESPONDENCE ENTERED
2017-10-19APPROVED FOR PUB - PRINCIPAL REGISTER
2017-11-08NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-11-28PUBLISHED FOR OPPOSITION
2017-11-28OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-01-23NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2018-04-23TEAS EXTENSION RECEIVED
2018-04-23EXTENSION 1 FILED
2018-04-23EXTENSION 1 GRANTED
2018-04-25NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2019-01-16AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2019-01-18TEAS EXTENSION RECEIVED
2019-01-31CASE ASSIGNED TO INTENT TO USE PARALEGAL
2019-01-18EXTENSION 2 FILED
2019-02-01EXTENSION 2 GRANTED
2019-02-02NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2019-07-19TEAS EXTENSION RECEIVED
2019-07-19EXTENSION 3 FILED
2019-07-19EXTENSION 3 GRANTED
2019-07-23NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2020-01-22TEAS STATEMENT OF USE RECEIVED
2020-01-22TEAS EXTENSION RECEIVED
2020-01-22TEAS REQUEST TO DIVIDE RECEIVED
2020-01-22EXTENSION 4 FILED
2020-01-29EXTENSION 4 GRANTED
2020-01-22DIVISIONAL REQUEST RECEIVED
2020-01-29DIVISIONAL PROCESSING COMPLETE
2020-01-22USE AMENDMENT FILED
2020-01-29STATEMENT OF USE PROCESSING COMPLETE
2020-01-29ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2020-01-30NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2020-01-30NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2020-03-03REGISTERED-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