TrademarkDir
FOLIOBALANCER
LIVE

Serial Number

98469500

Owner

First Business Financial Services, Inc.

Attorney

Laura M. Konkel

Filing Date

Mar 26, 2024

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FOLIOBALANCER Trademark

Serial Number: 98469500 • Registration: 8043974

FOLIOBALANCER is a trademark filed by First Business Financial Services, Inc. on March 26, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

First Business Financial Services, Inc. (19 trademarks)

401 CHARMANY DRIVE
Madison, WI 537444961

Entity Type: 03

Trademark Details

Filing Date

March 26, 2024

Registration Date

November 25, 2025

Published for Opposition

November 19, 2024

Goods & Services

Banking services; Financial services, namely, wealth management services; Investment advisory services; Investment banking services; Investment management

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 25, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Nov 25, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 31, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 31, 2025 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Oct 30, 2025 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 30, 2025 AITU
USE AMENDMENT FILED
May 22, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
May 22, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 31, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 19, 2024 NPUB
PUBLISHED FOR OPPOSITION
Nov 19, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 13, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 9, 2024 CNSA
ASSIGNED TO EXAMINER
Oct 7, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 27, 2024 NWOS
NEW APPLICATION ENTERED
Mar 27, 2024 NWAP

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