TrademarkDir
FOLIO INSTITUTIONAL
LIVE

Serial Number

85132197

Owner

FOLIOfn, Inc.

Attorney

Nathaniel St. Clair II

First Use Date

Sep 1, 2009

Filing Date

Sep 17, 2010

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FOLIO INSTITUTIONAL Trademark

Serial Number: 85132197 • Registration: 3965459

FOLIO INSTITUTIONAL is a trademark filed by FOLIOfn, Inc. on September 17, 2010. The trademark is classified under Class 36 (Insurance & Financial). 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

September 17, 2010

Registration Date

May 24, 2011

First Use Anywhere

September 1, 2009

First Use in Commerce

September 1, 2009

Published for Opposition

March 8, 2011

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, options and other derivative products; online securities brokerage services; mutual fund 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; and financial administration of retirement plans

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sep 18, 2021 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sep 18, 2021 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sep 18, 2021 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 18, 2021 APRE
TEAS SECTION 8 & 9 RECEIVED
May 17, 2021 E89R
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
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 24, 2020 REM2
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 16, 2019 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
May 26, 2017 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
May 26, 2017 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 26, 2017 APRE
TEAS SECTION 8 & 15 RECEIVED
Apr 11, 2017 E815
REGISTERED-PRINCIPAL REGISTER
May 24, 2011 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 8, 2011 NPUB
PUBLISHED FOR OPPOSITION
Mar 8, 2011 PUBO
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 28, 2011 PREV
ASSIGNED TO LIE
Jan 28, 2011 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 28, 2010 CNSA
EXAMINER'S AMENDMENT ENTERED
Dec 28, 2010 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Dec 28, 2010 GNEN
EXAMINERS AMENDMENT E-MAILED
Dec 28, 2010 GNEA
EXAMINERS AMENDMENT -WRITTEN
Dec 28, 2010 CNEA
ASSIGNED TO EXAMINER
Dec 27, 2010 DOCK
NOTICE OF DESIGN SEARCH CODE MAILED
Sep 23, 2010 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 22, 2010 NWOS
NEW APPLICATION ENTERED
Sep 21, 2010 NWAP

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