FOLIO FINANCIAL

Serial Number 87982626
Registration 6003330
700

Registration Progress

Application Filed
Dec 23, 2016
Under Examination
Jan 23, 2018
Approved for Publication
Nov 28, 2017
Published for Opposition
Nov 28, 2017
Registered
Mar 3, 2020

Attorney Assistance

Section 8 (6-Year) Declaration Due (Based on registration date 2020-03-03)
Due: Mar 03, 2026 212 days

Trademark Image

FOLIO FINANCIAL

Basic Information

Serial Number
87982626
Registration Number
6003330
Filing Date
December 23, 2016
Registration Date
March 3, 2020
Published for Opposition
November 28, 2017
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Mar 3, 2020
Registration
Registered
Classes
035 036

Rights Holder

FOLIO FINANCIAL, INC.

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

Ownership History

FOLIOfn, Inc.

Original Applicant
03
McLean, VA

FOLIOfn, Inc.

Owner at Publication
03
McLean, VA

FOLIO FINANCIAL, INC.

New Owner After Publication #1
03
MCLEAN, VA

FOLIO FINANCIAL, INC.

Original Registrant
03
McLean, VA

Legal Representation

Attorney
Nathaniel St. Clair, II

USPTO Deadlines

Next Deadline
212 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2020-03-03)
Due Date
March 03, 2026
Grace Period Ends
September 03, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

50 events
Date Code Type Description Documents
Mar 3, 2025 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Nov 18, 2020 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Nov 18, 2020 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 18, 2020 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED 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...
Mar 3, 2020 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jan 30, 2020 EXRA E NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Loading...
Jan 30, 2020 SUNA E NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Loading...
Jan 29, 2020 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
Jan 29, 2020 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
Jan 29, 2020 DPCC D DIVISIONAL PROCESSING COMPLETE Loading...
Jan 29, 2020 EX4G S SOU EXTENSION 4 GRANTED Loading...
Jan 22, 2020 IUAF S USE AMENDMENT FILED Loading...
Jan 22, 2020 DRRR I DIVISIONAL REQUEST RECEIVED Loading...
Jan 22, 2020 EXT4 S SOU EXTENSION 4 FILED Loading...
Jan 22, 2020 ERTD I TEAS REQUEST TO DIVIDE RECEIVED Loading...
Jan 22, 2020 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
Jan 22, 2020 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
Jul 23, 2019 EXRA E NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Loading...
Jul 19, 2019 EX3G S SOU EXTENSION 3 GRANTED Loading...
Jul 19, 2019 EXT3 S SOU EXTENSION 3 FILED Loading...
Jul 19, 2019 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
Feb 2, 2019 EXRA E NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Loading...
Feb 1, 2019 EX2G S SOU EXTENSION 2 GRANTED Loading...
Jan 31, 2019 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Jan 18, 2019 EXT2 S SOU EXTENSION 2 FILED Loading...
Jan 18, 2019 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
Jan 16, 2019 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Apr 25, 2018 EXRA E NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Loading...
Apr 23, 2018 EX1G S SOU EXTENSION 1 GRANTED Loading...
Apr 23, 2018 EXT1 S SOU EXTENSION 1 FILED Loading...
Apr 23, 2018 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
Jan 23, 2018 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Nov 28, 2017 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Nov 28, 2017 PUBO A PUBLISHED FOR OPPOSITION Loading...
Nov 8, 2017 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED 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 ERFR I TEAS REQUEST FOR RECONSIDERATION RECEIVED Loading...
Apr 3, 2017 GNFN O NOTIFICATION OF FINAL REFUSAL EMAILED Loading...
Apr 3, 2017 CNFR R FINAL REFUSAL WRITTEN Loading...
Apr 3, 2017 GNFR O FINAL REFUSAL E-MAILED Loading...
Mar 11, 2017 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Mar 10, 2017 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Mar 10, 2017 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jan 16, 2017 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jan 16, 2017 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jan 16, 2017 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...

Detailed Classifications

Class 035
Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes by global computer network, electronic means, computer communication, telephone communication, and other means
First Use Anywhere: Jan 14, 2020
First Use in Commerce: Jan 14, 2020
Class 036
Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs; 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 others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; providing information, 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: Jan 14, 2020
First Use in Commerce: Jan 14, 2020

Classification

International Classes
035 036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"FINANCIAL"