FOLIOTRADE
Filed: April 29, 1998
Financial and investment services, via the global computer network, [ direct modem dial-up connection, computer, telephone…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 75476464
FOLIOFN
Filed: November 30, 1999
PROXY SERVICES, NAMELY, DELEGATING, VOTING, TABULATING, COMMUNICATING AND/OR DISCLOSING AND REPORTING OF PROXIES AND PROXY…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 75860972
FOLIO INVESTING
Filed: March 15, 2000
financial management and financial investment services in the field of tradable instruments, namely, securities, via a global…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 75981477
FOLIOFN
Filed: November 30, 1999
FINANCIAL MANAGEMENT AND FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TRADABLE INSTRUMENTS, NAMELY, SECURITIES, VIA A GLOBAL…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 75981554
FOLIOFN
Filed: March 15, 2000
Proxy services, namely, delegating, voting, tabulating, communicating and/or disclosing and reporting of proxies and proxy…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76000403
FOLIOFN
Filed: March 15, 2000
Financial management, [ financial planning ] and financial investment services in the field of tradable instruments, namely…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76000404
FOLIOFN WHAT'S NEXT
Filed: July 24, 2000
Financial planning in the field of tradable instruments, namely, securities, via a global computer network, electronic means…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76095027
FOLIO ADVISOR
Filed: November 16, 2000
financial management, [ financial planning ] and financial investment services in the field of tradable instruments, namely…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76166223
FOLIOFN INSTITUTIONAL
Filed: November 16, 2000
FINANCIAL MANAGEMENT, FINANCIAL PLANNING, AND FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TRADABLE INSTRUMENTS, NAMELY…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76166224
FOLIO LOADER
Filed: May 23, 2001
Financial planning in the field of tradable instruments, namely, securities and mutual fund investment services
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 76261469
SUCCESSFUL INVESTING MADE SIMPLE
Filed: August 11, 2008
financial management and financial investment services in the field of tradable instruments, namely, securities; securities…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 77544218
LOYAL3
Filed: February 18, 2009
Providing an on-line computer web site that provides commercial financial transaction data, namely, providing online transaction…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 77672860
WHERE POSSIBILITIES BECOME PRACTICE
Filed: March 20, 2009
financial management, financial planning and financial investment services in the field of tradable instruments, namely,…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 77695791
FOLIO INSTITUTIONAL
Filed: August 20, 2009
financial management, financial planning and financial investment brokerage and advisory services in the field of tradable…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 77808721
FOLIO ALLOCATOR
Filed: July 17, 2002
Financial services, namely, investment management, investment advice, financial planning, and financial research services…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 78144690
FOLIO WIZARD
Filed: May 8, 2003
Financial management, financial planning and financial investment services in the field of tradable instruments, securities…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 78247329
FOLIOVOTE
Filed: June 26, 2003
Proxy services, namely, delegating, voting, tabulating, communicating and/or disclosing and reporting of proxies and proxy…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 78267559
FOLIO MANAGED ACCOUNTS
Filed: December 17, 2003
Financial management, financial planning and financial investment services in the field of tradable instruments, securities…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 78342179
FOLIO INVESTING
Filed: September 17, 2010
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85132194
FOLIO INSTITUTIONAL
Filed: September 17, 2010
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85132197
FOLIO(K)
Filed: September 17, 2010
financial advisory and investment services for 401(k) retirement savings investment plans
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85132199
NEVER INVEST ALONE
Filed: February 14, 2011
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85241210
LOYAL3
Filed: May 5, 2011
Computer software platforms for customer loyalty programs and services
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85313654
FOLIO RESEARCH, LLC
Filed: September 8, 2011
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85417307
FOLIO LABS
Filed: September 8, 2011
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85417308
FOLIO CLIENT
Filed: December 15, 2011
voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85495789
FOLIOS
Filed: August 17, 2012
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85706089
LOYAL3
Filed: August 30, 2012
Customer loyalty services and customer club services, for commercial, promotional and/or advertising purposes
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 85717652
FOLIOS, LLC
Filed: August 21, 2015
financial services, namely, providing investment advice, investment management, investment consultation and investment of…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 86732878
VIA FOLIO
Filed: December 22, 2015
issuance, underwriting and distribution of securities; issuance and distribution of initial public offerings of securities…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 86857015
VIA FOLIO
Filed: December 22, 2015
investment management in the field of private placement of securities; providing investment advice; investment management…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 86857018
FOLIOS.COM
Filed: September 30, 2016
Providing information, research, and commentary, all in the fields of financial planning, finance, investing, and portfolio…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87189666
FOLIO FINANCIAL
Filed: December 23, 2016
Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87279403
SRI THE CONFERENCE ON SUSTAINABLE, RESPONSIBLE, IMPACT INVESTING
Filed: June 9, 2017
Arranging and conducting business conferences
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87482201
FOLIOFIRST
Filed: April 13, 2017
Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87978372
FOLIO FINANCIAL
Filed: December 23, 2016
Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 87982626
FOLIO ADVISOR CONNEXION
Filed: December 17, 2018
platform-as-a-service (PAAS) services featuring computer software platform applications for customization and workflow management…
Owned by: FOLIO FINANCIAL, INC.
Serial Number: 88231527
