TrademarkDir
FOLIO FINANCIAL
LIVE

Serial Number

87982626

Owner

FOLIOfn, Inc.

Attorney

Nathaniel St. Clair II

First Use Date

Jan 14, 2020

Filing Date

Dec 23, 2016

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FOLIO FINANCIAL Trademark

Serial Number: 87982626 • Registration: 6003330

FOLIO FINANCIAL is a trademark filed by FOLIOfn, Inc. on December 23, 2016. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

FOLIOfn, Inc. (50 trademarks)

8180 Greensboro Drive, 8th Floor
McLean, VA 22102

Entity Type: 03

FOLIO FINANCIAL, INC. (44 trademarks)

8th Floor
McLean, VA 22102

Entity Type: 03

Trademark Details

Filing Date

December 23, 2016

Registration Date

March 3, 2020

First Use Anywhere

January 14, 2020

First Use in Commerce

January 14, 2020

Published for Opposition

November 28, 2017

Goods & 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

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

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 3, 2025 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 18, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 18, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 18, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 18, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 18, 2020 COAR
REGISTERED-PRINCIPAL REGISTER
Mar 3, 2020 R.PR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jan 30, 2020 EXRA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jan 30, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jan 29, 2020 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jan 29, 2020 SUPC
DIVISIONAL PROCESSING COMPLETE
Jan 29, 2020 DPCC
SOU EXTENSION 4 GRANTED
Jan 29, 2020 EX4G
USE AMENDMENT FILED
Jan 22, 2020 IUAF
DIVISIONAL REQUEST RECEIVED
Jan 22, 2020 DRRR
SOU EXTENSION 4 FILED
Jan 22, 2020 EXT4
TEAS REQUEST TO DIVIDE RECEIVED
Jan 22, 2020 ERTD
SOU TEAS EXTENSION RECEIVED
Jan 22, 2020 EEXT
TEAS STATEMENT OF USE RECEIVED
Jan 22, 2020 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jul 23, 2019 EXRA
SOU EXTENSION 3 GRANTED
Jul 19, 2019 EX3G
SOU EXTENSION 3 FILED
Jul 19, 2019 EXT3
SOU TEAS EXTENSION RECEIVED
Jul 19, 2019 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Feb 2, 2019 EXRA
SOU EXTENSION 2 GRANTED
Feb 1, 2019 EX2G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jan 31, 2019 AITU
SOU EXTENSION 2 FILED
Jan 18, 2019 EXT2
SOU TEAS EXTENSION RECEIVED
Jan 18, 2019 EEXT
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 16, 2019 ASGN
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Apr 25, 2018 EXRA
SOU EXTENSION 1 GRANTED
Apr 23, 2018 EX1G
SOU EXTENSION 1 FILED
Apr 23, 2018 EXT1
SOU TEAS EXTENSION RECEIVED
Apr 23, 2018 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jan 23, 2018 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 28, 2017 NPUB
PUBLISHED FOR OPPOSITION
Nov 28, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 8, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 19, 2017 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 4, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 3, 2017 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Oct 3, 2017 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Apr 3, 2017 GNFN
FINAL REFUSAL E-MAILED
Apr 3, 2017 GNFR
FINAL REFUSAL WRITTEN
Apr 3, 2017 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 11, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 10, 2017 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 10, 2017 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 16, 2017 GNRN
NON-FINAL ACTION E-MAILED
Jan 16, 2017 GNRT
NON-FINAL ACTION WRITTEN
Jan 16, 2017 CNRT
ASSIGNED TO EXAMINER
Jan 9, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 6, 2017 NWOS
NEW APPLICATION ENTERED
Dec 27, 2016 NWAP

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