USPTO serial 76166223
FOLIO ADVISOR
Reviewed by CopyMark Law Group
Reg. 2857168Status 710
- Filing date
- Status date
- Registration date
- Jun 29, 2004
- Examiner
- SPRUILL, DARRYL M
- Law office
- GENERIC WEB UPDATE
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Nathaniel St. Clair, II
Nathaniel St. Clair, II Jackson Walker LLP2323 Ross Avenue, Suite 600Dallas, TX 75201UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | financial management, [ financial planning ] and financial investment services in the field of tradable instruments, namely, securities, [ commodities and futures, ] via a global computer network, electronic means, computer communication, [ telephone communication, ] and other means; [ financing services, namely, venture capital, equity and debt financing; ] financial services, namely, [ conducting private placements and public offerings of securities, futures and commodities; investment banking services; investment advice and ] investment management services; [ security brokerage services; ] financial services in the nature of investment securities; [ mortgage lending; ] investment brokerage services; [ financial planning services; commercial banking services; merchant banking services; mutual fund investment services; ] financial investment and research services; financial analysis and consultation for others, namely, investors; and financial information services, namely, providing investment and portfolio status information by electronic means | SECTION 8 - CANCELLED | Oct 16, 2000 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by FOLIOFN, INC.
- Other trademarks owned by FOLIOFN, INC.
- Other trademarks owned by FOLIO FINANCIAL, INC.
- Other trademarks owned by FOLIOFN, INC.
- Other trademarks in Class 036
- Similar marks named FOLIO ADVISOR
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 10, 2025 | CAEX | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 | — |
| Jun 29, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Nov 18, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 18, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 18, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Nov 18, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 18, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 16, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 28, 2014 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jun 28, 2014 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Jun 28, 2014 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Jun 28, 2014 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 16, 2014 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 27, 2010 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jul 16, 2010 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 29, 2010 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Dec 28, 2006 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 28, 2006 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 29, 2004 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 6, 2004 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 17, 2004 | NPUB | NOTICE OF PUBLICATION | — |
| Feb 4, 2004 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 21, 2003 | CFIT | CASE FILE IN TICRS | — |
| Feb 27, 2003 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 29, 2002 | CNSL | LETTER OF SUSPENSION MAILED | — |
| Feb 7, 2002 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 29, 2001 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 27, 2001 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 31, 2001 | DOCK | ASSIGNED TO EXAMINER | — |