EFOLIO INTERACTIVE PORTFOLIO MANAGER - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 75788366
Serial Number
75788366
Registration Number
2479106
Word Mark
EFOLIO INTERACTIVE PORTFOLIO MANAGER
Status
800 - Registered And Renewed
Status Date
2021-06-09
Filing Date
1999-08-30
Registration Number
2479106
Registration Date
2001-08-21
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260101, 260121, 261713 - Circles as carriers or as single line borders. Circles that are totally or partially shaded. Letters or words underlined and/or overlined by one or more strokes or lines.
Published for Opposition Date
2001-05-29
Attorney Name
James B. Lake
Law Office Assigned Location Code
L80
Employee Name
DAWE III, WILLIAM H
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"INTERACTIVE PORTFOLIO MANAGER"
Goods and Services
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
Pseudo Mark
E FOLIO INTER ACTIVE PORT FOLIO MANAGER
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
1999-11-18
Primary Code
036
First Use Anywhere Date
1999-08-16
First Use In Commerce Date
1999-08-16
Current Trademark Owners
Party Name
RAYMOND JAMES FINANCIAL, INC.
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
RAYMOND JAMES FINANCIAL, INC.
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
MK ASSET, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
Morgan Keegan & Company
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Morgan Keegan & Company
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Morgan Keegan & Company
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
James B. Lake
Address
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Trademark Events
Event DateEvent Description
2000-02-09ASSIGNED TO EXAMINER
2000-02-22ASSIGNED TO EXAMINER
2000-03-17ASSIGNED TO EXAMINER
2000-03-22ASSIGNED TO EXAMINER
2000-03-31NON-FINAL ACTION MAILED
2000-05-18CORRESPONDENCE RECEIVED IN LAW OFFICE
2000-06-29NON-FINAL ACTION MAILED
2001-01-02CORRESPONDENCE RECEIVED IN LAW OFFICE
2001-02-11APPROVED FOR PUB - PRINCIPAL REGISTER
2001-05-16NOTICE OF PUBLICATION
2001-05-29PUBLISHED FOR OPPOSITION
2001-08-21REGISTERED-PRINCIPAL REGISTER
2006-09-13TEAS SECTION 8 RECEIVED
2006-09-13REGISTERED - SEC. 8 (6-YR) FILED
2006-11-09ASSIGNED TO PARALEGAL
2006-11-15REGISTERED - SEC. 8 (6-YR) ACCEPTED
2007-02-08CASE FILE IN TICRS
2008-03-05AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2009-10-09TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2009-10-09ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2011-07-15TEAS SECTION 8 & 9 RECEIVED
2011-07-26REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2011-07-26REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2012-11-26TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2012-11-26ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2015-06-08TEAS CHANGE OF CORRESPONDENCE RECEIVED
2015-10-14AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2020-08-21COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2021-03-05TEAS SECTION 8 & 9 RECEIVED
2021-06-09CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-06-09REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2021-06-09REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
2021-06-09NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED