FOLIOFIRST

Serial Number 87410589
Registration 5670986
701

Registration Progress

Application Filed
Apr 13, 2017
Under Examination
Jan 30, 2018
Approved for Publication
Dec 5, 2017
Published for Opposition
Dec 5, 2017
Registered
Feb 5, 2019

Attorney Assistance

Section 8 (6-Year) Declaration Due (Based on registration date 2019-02-05) (Grace Period Filing)
Due: Aug 05, 2025 Grace Period - 8 days
Original deadline was Feb 05, 2025 (overdue)

Trademark Image

FOLIOFIRST

Basic Information

Serial Number
87410589
Registration Number
5670986
Filing Date
April 13, 2017
Registration Date
February 5, 2019
Published for Opposition
December 5, 2017
Drawing Code
4

Status Summary

Current Status
Active
Status Code
701
Status Date
Jun 23, 2025
Registration
Registered
Classes
036

Rights Holder

FOLIO FINANCIAL, INC.

03
Address
8180 Greensboro Drive
8th Floor
McLean, VA 22102

Ownership History

FOLIOfn, Inc.

Original Applicant
03
McLean, VA

FOLIOfn, Inc.

Owner at Publication
03
McLean, VA

FOLIOfn, Inc.

Original Registrant
03
McLean, VA

FOLIO FINANCIAL, INC.

New Owner After Registration #1
03
McLean, VA

Legal Representation

Attorney
Devasena Reddy

USPTO Deadlines

Next Deadline
In Grace Period
Section 8 (6-Year) Declaration Due (Based on registration date 2019-02-05)
Due Date
February 05, 2025
Grace Period Ends
August 05, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

47 events
Date Code Type Description Documents
Jun 23, 2025 NAS8 E NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED Loading...
Jun 23, 2025 8.OK O REGISTERED - SEC. 8 (6-YR) ACCEPTED Loading...
Jun 18, 2025 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Mar 12, 2025 ES8R I TEAS SECTION 8 RECEIVED Loading...
Mar 5, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Mar 5, 2025 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Mar 5, 2025 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Mar 5, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Mar 5, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Feb 5, 2024 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Nov 18, 2020 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 18, 2020 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Nov 18, 2020 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Nov 18, 2020 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Nov 18, 2020 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Feb 5, 2019 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jan 16, 2019 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Jan 3, 2019 SUNA E NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Loading...
Jan 2, 2019 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
Dec 21, 2018 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
Dec 17, 2018 IUAF S USE AMENDMENT FILED Loading...
Dec 17, 2018 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
Aug 30, 2018 NOAC E CORRECTED NOA E-MAILED Loading...
Aug 29, 2018 EXRA E NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Loading...
Aug 28, 2018 EX1G S SOU EXTENSION 1 GRANTED Loading...
Aug 28, 2018 DPCC D DIVISIONAL PROCESSING COMPLETE Loading...
Aug 16, 2018 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Jul 30, 2018 DRRR I DIVISIONAL REQUEST RECEIVED Loading...
Jul 30, 2018 ERTD I TEAS REQUEST TO DIVIDE RECEIVED Loading...
Jul 30, 2018 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
Jul 30, 2018 EXT1 S SOU EXTENSION 1 FILED Loading...
Jan 30, 2018 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Dec 5, 2017 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Dec 5, 2017 PUBO A PUBLISHED FOR OPPOSITION Loading...
Nov 15, 2017 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Oct 30, 2017 ALIE A ASSIGNED TO LIE Loading...
Oct 19, 2017 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Oct 4, 2017 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Oct 3, 2017 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Oct 3, 2017 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jun 5, 2017 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jun 5, 2017 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jun 5, 2017 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jun 5, 2017 DOCK D ASSIGNED TO EXAMINER Loading...
Apr 21, 2017 MPMK E NOTICE OF PSEUDO MARK E-MAILED Loading...
Apr 20, 2017 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Apr 17, 2017 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
providing investment advice and investment consultation; 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 others, namely, financial professionals and their client investors; financial planning services; financial administration of retirement plans; providing information, research, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices
First Use Anywhere: May 22, 2017
First Use in Commerce: May 22, 2017

Additional Information

Pseudo Mark
FOLIO FIRST

Classification

International Classes
036