EDGEFOLIO - Trademark Details
Status: 700 - Registered
Serial Number
86696152
Registration Number
4976608
Word Mark
EDGEFOLIO
Status
700 - Registered
Status Date
2016-06-14
Filing Date
2015-07-17
Registration Number
4976608
Registration Date
2016-06-14
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
261701, 261705 - Straight line(s), band(s) or bar(s). Horizontal line(s), band(s) or bar(s).
Published for Opposition Date
2016-03-29
Law Office Assigned Location Code
M30
Employee Name
KIDWELL WALKER, JACLYN
Statements
Indication of Colors claimed
The color(s) sky blue and black is/are claimed as a feature of the mark.
Description of Mark
The mark consists of three vertical dashes with slightly inclined extremities ascending in length from the left and appearing in sky blue with the stylized lowercase wording "EDGEFOLIO" appearing in black to the right.
Goods and Services
Business services, namely, matching potential private investors with entrepreneurs needing funding; Business services, namely, providing an online network for contractors to receive leads and bidding opportunities by means of an online marketplace for the purpose of developing business; Business services, namely, providing an online network for contractors to receive leads and bidding opportunities by means of an online marketplace for the purpose of developing business in the hedge fund industry; Business services, namely, providing an online network for vendors to receive leads and bidding opportunities by means of an online marketplace for the purpose of developing business in the hedge fund industry; Development of marketing strategies, concepts and tactics, namely, audience development, brand awareness, customer relations, online community building and digital word of mouth communications; Financial intermediary services, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit
Goods and Services
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, raising money for the hedge funds of others; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; Investment of funds; Investment of funds for others; Management of a capital investment fund; Management of private equity funds; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing a web site featuring the ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments posted by users; Providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing venture capital, development capital, private equity and investment funding
Pseudo Mark
EDGE FOLIO
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-07-22
Primary Code
035
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
2015-07-22
Primary Code
036
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
EDGEFOLIO (UK) Ltd
Address
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Foreign Application Information
Filing Date | Application Number | Country | Foreign Priority Claim In |
2015-06-30 | UK0000311556 | United Kingdom | True |
2015-06-30 | UK0000311556 | United Kingdom | True |
Trademark Events
Event Date | Event Description |
2015-07-20 | NEW APPLICATION ENTERED IN TRAM |
2015-07-22 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2015-07-23 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
2015-10-28 | ASSIGNED TO EXAMINER |
2015-11-04 | NON-FINAL ACTION WRITTEN |
2015-11-04 | NON-FINAL ACTION E-MAILED |
2015-11-04 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2016-02-02 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2016-02-08 | ASSIGNED TO LIE |
2016-02-08 | ASSIGNED TO LIE |
2016-02-16 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2016-02-16 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2016-02-16 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2016-02-22 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2016-03-09 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2016-03-29 | PUBLISHED FOR OPPOSITION |
2016-03-29 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2016-06-14 | REGISTERED-PRINCIPAL REGISTER |
2016-11-08 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2021-06-14 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |