FOLIO ADVISOR CONNEXION

Serial Number 88231527
Registration 5819652
700

Registration Progress

Application Filed
Dec 17, 2018
Under Examination
Approved for Publication
May 14, 2019
Published for Opposition
May 14, 2019
Registered
Jul 30, 2019

Attorney Assistance

Section 8 (6-Year) Declaration Due (Based on registration date 2019-07-30)
Due: Jul 30, 2025 17 days

Trademark Image

FOLIO ADVISOR CONNEXION

Basic Information

Serial Number
88231527
Registration Number
5819652
Filing Date
December 17, 2018
Registration Date
July 30, 2019
Published for Opposition
May 14, 2019
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Jul 30, 2019
Registration
Registered
Classes
042

Rights Holder

FOLIO FINANCIAL, INC.

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

Ownership History

FOLIOfn, Inc.

Original Applicant
03
McLean, VA

FOLIO FINANCIAL, INC.

New Owner Before Publication #1
03
MCLEAN, VA

FOLIO FINANCIAL, INC.

Owner at Publication
03
MCLEAN, VA

FOLIO FINANCIAL, INC.

Original Registrant
03
McLean, VA

Legal Representation

Attorney
Nathaniel St. Clair, II

USPTO Deadlines

Next Deadline
17 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2019-07-30)
Due Date
July 30, 2025
Grace Period Ends
January 30, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

24 events
Date Code Type Description
Jul 30, 2024 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 18, 2020 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 18, 2020 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 18, 2020 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 18, 2020 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 18, 2020 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 30, 2019 R.PR A REGISTERED-PRINCIPAL REGISTER
May 14, 2019 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 14, 2019 PUBO A PUBLISHED FOR OPPOSITION
Apr 24, 2019 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 10, 2019 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED
Apr 7, 2019 ALIE A ASSIGNED TO LIE
Mar 17, 2019 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 17, 2019 GNEA O EXAMINERS AMENDMENT E-MAILED
Mar 17, 2019 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 17, 2019 GNRT F NON-FINAL ACTION E-MAILED
Mar 17, 2019 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 17, 2019 XAEC I EXAMINER'S AMENDMENT ENTERED
Mar 17, 2019 CNEA R EXAMINERS AMENDMENT -WRITTEN
Mar 17, 2019 CNRT R NON-FINAL ACTION WRITTEN
Mar 13, 2019 DOCK D ASSIGNED TO EXAMINER
Jan 16, 2019 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 8, 2019 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 20, 2018 NWAP I NEW APPLICATION ENTERED

Detailed Classifications

Class 042
platform-as-a-service (PAAS) services featuring computer software platform applications for customization and workflow management of client investment and financial portfolios
First Use Anywhere: Nov 30, 2018
First Use in Commerce: Nov 30, 2018

Additional Information

Pseudo Mark
FOLIO ADVISOR CONNECTION

Classification

International Classes
042

Disclaimers

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

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