TrademarkDir
FOLIOBEYOND
LIVE

Serial Number

88635650

Owner

FolioBeyond, LLC

Attorney

Gerald J. Ferguson

First Use Date

Apr 30, 2018

Filing Date

Sep 30, 2019

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FOLIOBEYOND Trademark

Serial Number: 88635650 • Registration: 6063106

FOLIOBEYOND is a trademark filed by FolioBeyond, LLC on September 30, 2019. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

FolioBeyond, LLC

1325 Avenue of the Americas, Suite 2302
New York, NY 10019

Entity Type: 16

Trademark Details

Filing Date

September 30, 2019

Registration Date

May 26, 2020

First Use Anywhere

April 30, 2018

First Use in Commerce

April 30, 2018

Published for Opposition

March 10, 2020

Goods & Services

Financial services, namely, wealth management, investment advice, investment management, investment consultation, and investment of funds for others

Platform as a service (PAAS) featuring a computer software platform for use in providing financial services in the nature of wealth management, financial indexing, investment advice, investment management, investment consultation, and investment of funds for others; Design and development of non-downloadable software for providing financial services in the nature of wealth management, financial indexing, investment advice, investment management, investment consultation, and investment of funds for others

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Aug 22, 2026 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Aug 22, 2026 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 22, 2026 APRE
TEAS SECTION 8 & 15 RECEIVED
May 21, 2026 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 26, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
May 26, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 10, 2020 NPUB
PUBLISHED FOR OPPOSITION
Mar 10, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 19, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 28, 2020 CNSA
EXAMINER'S AMENDMENT ENTERED
Jan 27, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 27, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 27, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 27, 2020 CNEA
NOTIFICATION OF PRIORITY ACTION E-MAILED
Jan 15, 2020 GPRN
PRIORITY ACTION E-MAILED
Jan 15, 2020 GPRA
PRIORITY ACTION WRITTEN
Jan 15, 2020 CPRA
ASSIGNED TO EXAMINER
Jan 3, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 7, 2019 NWOS
NEW APPLICATION ENTERED
Oct 3, 2019 NWAP

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