REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/03/2025
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Official data from USPTO
FOLIO FINANCIAL
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FOLIO FINANCIAL
ST13
US500000087982626Class
35, 36
Filing
87982626
Registration
6003330
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
53
Latest update
03/04/2025
Trademark type
Word
Nice classes
35, 36
Filing date
12/23/2016
Registration date
03/03/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/03/2020
Last transaction
03/04/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/14/2020
First use in commerce
01/14/2020
Drawing code
4
Owner type
03
Owner location
McLean, VA
Examiner
ENGEL, MICHAEL
Law office
L70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
FOLIO FINANCIAL, INC.
FOLIO FINANCIAL, INC.
FOLIOfn, Inc.
Representatives
Nathaniel St. Clair, II Jackson Walker LLP
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Voting proxy servicesdelegatingvotingtabulatingreporting of proxies and proxy voting for business purposes by global computer networkelectronic meanscomputer communicationtelephone communicationother means
Class 36
Financial servicesproviding investment adviceinvestment managementinvestment consultation and investment of funds for others; the trading of financial instrumentssecuritiessharesmutual fundsETFs; 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 othersfinancial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; providing informationcommentaryall in the fields of financial planningfinanceinvestingportfolio managementvia the Internet and electronicdigital and mobile devices
Publications
History of USPTO decisions and trademark events.
53 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/18/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/18/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/18/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/18/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/18/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
03/03/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
01/30/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
01/30/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
01/29/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
01/29/2020
DPCC
DIVISIONAL PROCESSING COMPLETE
01/29/2020
EX4G
SOU EXTENSION 4 GRANTED
01/29/2020
IUAF
USE AMENDMENT FILED
01/22/2020
DRRR
DIVISIONAL REQUEST RECEIVED
01/22/2020
EXT4
SOU EXTENSION 4 FILED
01/22/2020
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
01/22/2020
EEXT
SOU TEAS EXTENSION RECEIVED
01/22/2020
EISU
TEAS STATEMENT OF USE RECEIVED
01/22/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
07/23/2019
EX3G
SOU EXTENSION 3 GRANTED
07/19/2019
EXT3
SOU EXTENSION 3 FILED
07/19/2019
EEXT
SOU TEAS EXTENSION RECEIVED
07/19/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/02/2019
EX2G
SOU EXTENSION 2 GRANTED
02/01/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
01/31/2019
EXT2
SOU EXTENSION 2 FILED
01/18/2019
EEXT
SOU TEAS EXTENSION RECEIVED
01/18/2019
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/16/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
04/25/2018
EX1G
SOU EXTENSION 1 GRANTED
04/23/2018
EXT1
SOU EXTENSION 1 FILED
04/23/2018
EEXT
SOU TEAS EXTENSION RECEIVED
04/23/2018
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/23/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/28/2017
PUBO
PUBLISHED FOR OPPOSITION
11/28/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/08/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/19/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/04/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/03/2017
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
10/03/2017
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
04/03/2017
GNFR
FINAL REFUSAL E-MAILED
04/03/2017
CNFR
FINAL REFUSAL WRITTEN
04/03/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/11/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/10/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/10/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/16/2017
GNRT
NON-FINAL ACTION E-MAILED
01/16/2017
CNRT
NON-FINAL ACTION WRITTEN
01/16/2017
DOCK
ASSIGNED TO EXAMINER
01/09/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/06/2017
NWAP
NEW APPLICATION ENTERED
12/27/2016
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