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Official data from USPTO

EFOLIO INTERACTIVE PORTFOLIO MANAGER

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

EFOLIO INTERACTIVE PORTFOLIO MANAGER

ST13

US500000075788366

Class

36

Filing

75788366

Registration

2479106

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

33

Latest update

06/09/2021

Trademark type

Combined

Nice classes

36

Filing date

08/30/1999

Registration date

08/21/2001

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/09/2021

Last transaction

06/09/2021

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

08/16/1999

First use in commerce

08/16/1999

Drawing code

3

Owner type

03

Owner location

ST. PETERSBURG, FL

Examiner

DAWE III, WILLIAM H

Law office

L80

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

RAYMOND JAMES FINANCIAL, INC.
MK ASSET, INC.
Morgan Keegan & Company

Representatives

James B. Lake Thomas & LoCicero PL

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

financial servicesproviding interactive financial portfolio management and brokerage in the field of securitiesstocksbonds and mutual funds by means of a global computer network

Publications

History of USPTO decisions and trademark events.

33 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

06/09/2021

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

06/09/2021

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

06/09/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/09/2021

E89R

TEAS SECTION 8 & 9 RECEIVED

03/05/2021

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

08/21/2020

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

10/14/2015

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/08/2015

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

11/26/2012

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

11/26/2012

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

07/26/2011

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

07/26/2011

E89R

TEAS SECTION 8 & 9 RECEIVED

07/15/2011

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/09/2009

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

10/09/2009

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

03/05/2008

CFIT

CASE FILE IN TICRS

02/08/2007

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

11/15/2006

PLGL

ASSIGNED TO PARALEGAL

11/09/2006

8.AF

REGISTERED - SEC. 8 (6-YR) FILED

09/13/2006

ES8R

TEAS SECTION 8 RECEIVED

09/13/2006

R.PR

REGISTERED-PRINCIPAL REGISTER

08/21/2001

PUBO

PUBLISHED FOR OPPOSITION

05/29/2001

NPUB

NOTICE OF PUBLICATION

05/16/2001

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/11/2001

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/02/2001

CNRT

NON-FINAL ACTION MAILED

06/29/2000

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

05/18/2000

CNRT

NON-FINAL ACTION MAILED

03/31/2000

DOCK

ASSIGNED TO EXAMINER

03/22/2000

DOCK

ASSIGNED TO EXAMINER

03/17/2000

DOCK

ASSIGNED TO EXAMINER

02/22/2000

DOCK

ASSIGNED TO EXAMINER

02/09/2000

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