FOLIO INSTITUTIONAL - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 85132197
Serial Number
85132197
Registration Number
3965459
Word Mark
FOLIO INSTITUTIONAL
Status
800 - Registered And Renewed
Status Date
2021-09-18
Filing Date
2010-09-17
Registration Number
3965459
Registration Date
2011-05-24
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260112, 260121, 260128 - Circles with bars, bands and lines. Circles that are totally or partially shaded. Miscellaneous circular designs with an irregular circumference.
Published for Opposition Date
2011-03-08
Attorney Name
Nathaniel St. Clair, II
Law Office Assigned Location Code
L50
Employee Name
CASE, LEIGH CAROLINE
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"INSTITUTIONAL"
Description of Mark
The mark consists of a circular design to the left of the words "FOLIO INSTITUTIONAL".
Goods and Services
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, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; 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; and financial administration of retirement plans
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
2010-09-22
Primary Code
036
First Use Anywhere Date
2009-09-01
First Use In Commerce Date
2009-09-01
Current Trademark Owners
Party Name
FOLIO FINANCIAL, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
FOLIO FINANCIAL, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
FOLIOfn, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
FOLIOfn, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
FOLIOfn, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Nathaniel St. Clair, II
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration2891515
Trademark Events
Event DateEvent Description
2010-09-21NEW APPLICATION ENTERED IN TRAM
2010-09-22NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2010-09-23NOTICE OF DESIGN SEARCH CODE MAILED
2010-12-27ASSIGNED TO EXAMINER
2010-12-28EXAMINERS AMENDMENT -WRITTEN
2010-12-28EXAMINERS AMENDMENT E-MAILED
2010-12-28NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2010-12-28EXAMINER'S AMENDMENT ENTERED
2010-12-28APPROVED FOR PUB - PRINCIPAL REGISTER
2011-01-28ASSIGNED TO LIE
2011-01-28LAW OFFICE PUBLICATION REVIEW COMPLETED
2011-03-08PUBLISHED FOR OPPOSITION
2011-03-08OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2011-05-24REGISTERED-PRINCIPAL REGISTER
2017-04-11TEAS SECTION 8 & 15 RECEIVED
2017-05-26CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2017-05-26REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2017-05-26NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2019-01-16AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2020-05-24COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2020-11-18TEAS CHANGE OF OWNER ADDRESS RECEIVED
2020-11-18TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-11-18ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-11-18TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-11-18APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-05-17TEAS SECTION 8 & 9 RECEIVED
2021-09-18CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-09-18REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2021-09-18REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2021-09-18NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED