EFOLIO INTERACTIVE PORTFOLIO MANAGER

Serial Number 75788366
Registration 2479106
800

Registration Progress

Application Filed
Aug 30, 1999
Under Examination
Approved for Publication
May 16, 2001
Published for Opposition
May 29, 2001
Registered
Aug 21, 2001

Trademark Image

EFOLIO INTERACTIVE PORTFOLIO MANAGER

Basic Information

Serial Number
75788366
Registration Number
2479106
Filing Date
August 30, 1999
Registration Date
August 21, 2001
Published for Opposition
May 29, 2001
Renewal Date
August 21, 2021
Drawing Code
3000

Status Summary

Current Status
Active
Status Code
800
Status Date
Jun 9, 2021
Registration
Registered
Classes
036

Rights Holder

RAYMOND JAMES FINANCIAL, INC.

03
Address
880 CARILLON PARKWAY
ST. PETERSBURG, FL 33716

Ownership History

Morgan Keegan & Company

Original Applicant
03
Memphis, TN

Morgan Keegan & Company

Owner at Publication
03
Memphis, TN

Morgan Keegan & Company

Original Registrant
03
Memphis, TN

MK ASSET, INC.

New Owner After Registration #1
03
WILMINGTON, DE

RAYMOND JAMES FINANCIAL, INC.

New Owner After Registration #2
03
ST. PETERSBURG, FL

Legal Representation

Attorney
James B. Lake

USPTO Deadlines

Next Deadline
2207 days remaining
Section 8 & 9 (30-Year) Renewal Due (Based on registration date 2001-08-21)
Due Date
August 21, 2031
Grace Period Ends
February 21, 2032

Application History

33 events
Date Code Type Description Documents
Jun 9, 2021 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Jun 9, 2021 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Jun 9, 2021 RNL2 Q REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) Loading...
Jun 9, 2021 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED Loading...
Mar 5, 2021 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Aug 21, 2020 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Oct 14, 2015 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Jun 8, 2015 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Nov 26, 2012 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 26, 2012 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Jul 26, 2011 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Jul 26, 2011 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) Loading...
Jul 15, 2011 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Oct 9, 2009 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Oct 9, 2009 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Mar 5, 2008 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Feb 8, 2007 CFIT O CASE FILE IN TICRS Loading...
Nov 15, 2006 8.OK O REGISTERED - SEC. 8 (6-YR) ACCEPTED Loading...
Nov 9, 2006 PLGL A ASSIGNED TO PARALEGAL Loading...
Sep 13, 2006 ES8R I TEAS SECTION 8 RECEIVED Loading...
Sep 13, 2006 8.AF I REGISTERED - SEC. 8 (6-YR) FILED Loading...
Aug 21, 2001 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
May 29, 2001 PUBO A PUBLISHED FOR OPPOSITION Loading...
May 16, 2001 NPUB O NOTICE OF PUBLICATION Loading...
Feb 11, 2001 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jan 2, 2001 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jun 29, 2000 CNRT F NON-FINAL ACTION MAILED Loading...
May 18, 2000 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Mar 31, 2000 CNRT F NON-FINAL ACTION MAILED Loading...
Mar 22, 2000 DOCK D ASSIGNED TO EXAMINER Loading...
Mar 17, 2000 DOCK D ASSIGNED TO EXAMINER Loading...
Feb 22, 2000 DOCK D ASSIGNED TO EXAMINER Loading...
Feb 9, 2000 DOCK D ASSIGNED TO EXAMINER Loading...

Detailed Classifications

Class 036
financial services, namely, providing interactive financial portfolio management and brokerage in the field of securities, stocks, bonds and mutual funds by means of a global computer network
First Use Anywhere: Aug 16, 1999
First Use in Commerce: Aug 16, 1999

Additional Information

Pseudo Mark
E FOLIO INTER ACTIVE PORT FOLIO MANAGER

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"INTERACTIVE PORTFOLIO MANAGER"