FOLIO FINANCIAL, INC. Trademarks
FOLIOTRADE

FOLIOTRADE

Filed: April 29, 1998
Financial and investment services, via the global computer network, [ direct modem dial-up connection, computer, telephone…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 75476464

FOLIOFN

FOLIOFN

Filed: November 30, 1999
PROXY SERVICES, NAMELY, DELEGATING, VOTING, TABULATING, COMMUNICATING AND/OR DISCLOSING AND REPORTING OF PROXIES AND PROXY…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 75860972

FOLIO INVESTING

FOLIO INVESTING

Filed: March 15, 2000
financial management and financial investment services in the field of tradable instruments, namely, securities, via a global…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 75981477

FOLIOFN

FOLIOFN

Filed: November 30, 1999
FINANCIAL MANAGEMENT AND FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TRADABLE INSTRUMENTS, NAMELY, SECURITIES, VIA A GLOBAL…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 75981554

FOLIOFN

FOLIOFN

Filed: March 15, 2000
Proxy services, namely, delegating, voting, tabulating, communicating and/or disclosing and reporting of proxies and proxy…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76000403

FOLIOFN

FOLIOFN

Filed: March 15, 2000
Financial management, [ financial planning ] and financial investment services in the field of tradable instruments, namely…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76000404

FOLIOFN WHAT'S NEXT

FOLIOFN WHAT'S NEXT

Filed: July 24, 2000
Financial planning in the field of tradable instruments, namely, securities, via a global computer network, electronic means…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76095027

FOLIO ADVISOR

FOLIO ADVISOR

Filed: November 16, 2000
financial management, [ financial planning ] and financial investment services in the field of tradable instruments, namely…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76166223

FOLIOFN INSTITUTIONAL

FOLIOFN INSTITUTIONAL

Filed: November 16, 2000
FINANCIAL MANAGEMENT, FINANCIAL PLANNING, AND FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TRADABLE INSTRUMENTS, NAMELY…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76166224

FOLIO LOADER

FOLIO LOADER

Filed: May 23, 2001
Financial planning in the field of tradable instruments, namely, securities and mutual fund investment services
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76261469

SUCCESSFUL INVESTING MADE SIMPLE

SUCCESSFUL INVESTING MADE SIMPLE

Filed: August 11, 2008
financial management and financial investment services in the field of tradable instruments, namely, securities; securities…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 77544218

LOYAL3

LOYAL3

Filed: February 18, 2009
Providing an on-line computer web site that provides commercial financial transaction data, namely, providing online transaction…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 77672860

WHERE POSSIBILITIES BECOME PRACTICE

WHERE POSSIBILITIES BECOME PRACTICE

Filed: March 20, 2009
financial management, financial planning and financial investment services in the field of tradable instruments, namely,…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 77695791

FOLIO INSTITUTIONAL

FOLIO INSTITUTIONAL

Filed: August 20, 2009
financial management, financial planning and financial investment brokerage and advisory services in the field of tradable…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 77808721

FOLIO ALLOCATOR

FOLIO ALLOCATOR

Filed: July 17, 2002
Financial services, namely, investment management, investment advice, financial planning, and financial research services…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 78144690

FOLIO WIZARD

FOLIO WIZARD

Filed: May 8, 2003
Financial management, financial planning and financial investment services in the field of tradable instruments, securities…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 78247329

FOLIOVOTE

FOLIOVOTE

Filed: June 26, 2003
Proxy services, namely, delegating, voting, tabulating, communicating and/or disclosing and reporting of proxies and proxy…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 78267559

FOLIO MANAGED ACCOUNTS

FOLIO MANAGED ACCOUNTS

Filed: December 17, 2003
Financial management, financial planning and financial investment services in the field of tradable instruments, securities…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 78342179

FOLIO INVESTING

FOLIO INVESTING

Filed: September 17, 2010
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85132194

FOLIO INSTITUTIONAL

FOLIO INSTITUTIONAL

Filed: September 17, 2010
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85132197

FOLIO(K)

FOLIO(K)

Filed: September 17, 2010
financial advisory and investment services for 401(k) retirement savings investment plans
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85132199

NEVER INVEST ALONE

NEVER INVEST ALONE

Filed: February 14, 2011
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85241210

LOYAL3

LOYAL3

Filed: May 5, 2011
Computer software platforms for customer loyalty programs and services
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85313654

FOLIO RESEARCH, LLC

FOLIO RESEARCH, LLC

Filed: September 8, 2011
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85417307

FOLIO LABS

FOLIO LABS

Filed: September 8, 2011
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85417308

FOLIO CLIENT

FOLIO CLIENT

Filed: December 15, 2011
voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85495789

FOLIOS

FOLIOS

Filed: August 17, 2012
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85706089

LOYAL3

LOYAL3

Filed: August 30, 2012
Customer loyalty services and customer club services, for commercial, promotional and/or advertising purposes
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85717652

FOLIOS, LLC

FOLIOS, LLC

Filed: August 21, 2015
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 86732878

VIA FOLIO

VIA FOLIO

Filed: December 22, 2015
issuance, underwriting and distribution of securities; issuance and distribution of initial public offerings of securities…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 86857015

VIA FOLIO

VIA FOLIO

Filed: December 22, 2015
investment management in the field of private placement of securities; providing investment advice; investment management…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 86857018

FOLIOS.COM

FOLIOS.COM

Filed: September 30, 2016
Providing information, research, and commentary, all in the fields of financial planning, finance, investing, and portfolio…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87189666

FOLIO FINANCIAL

FOLIO FINANCIAL

Filed: December 23, 2016
Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87279403

FIRST AFFIRMATIVE FINANCIAL NETWORK, LLC

FIRST AFFIRMATIVE FINANCIAL NETWORK, LLC

Filed: March 14, 2017
Financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87369358

FIRST AFFIRMATIVE

FIRST AFFIRMATIVE

Filed: March 14, 2017
Financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87369416

FIRST AFFIRMATIVE FINANCIAL NETWORK, LLC

FIRST AFFIRMATIVE FINANCIAL NETWORK, LLC

Filed: June 7, 2017
Financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87479089

Image Trademark

Image Trademark

Filed: June 7, 2017
Financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87479092

INVESTING FOR A SUSTAINABLE FUTURE

INVESTING FOR A SUSTAINABLE FUTURE

Filed: June 9, 2017
Financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87482076

INVESTING FOR IMPACT

INVESTING FOR IMPACT

Filed: June 9, 2017
Arranging and conducting business conferences
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87482200

SRI THE CONFERENCE ON SUSTAINABLE, RESPONSIBLE, IMPACT INVESTING

SRI THE CONFERENCE ON SUSTAINABLE, RESPONSIBLE, IMPACT INVESTING

Filed: June 9, 2017
Arranging and conducting business conferences
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87482201