USPTO serial 87279403
FOLIO FINANCIAL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 16, 2021
- Examiner
- ENGEL, MICHAEL
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Nate St. Clair
Nate St. Clair Jackson Walker LLP2323 Ross Avenue, Suite 600Dallas, TX 75201UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Computer services, namely, creating an on-line community for registered users to organize groups, participate in discussions, and engage in social, business and community networking services in the fields of financial planning, finance, investing, and portfolio management and accessible via the Internet and electronic, digital and mobile devices; hosting on-line web facilities for others for organizing and conducting interactive discussions via communication networks and for sharing of ideas between investors and potential investors, all in the fields of financial planning, finance, investing, and portfolio management and accessible via the Internet and electronic, digital and mobile devices; providing online network services that enable users to transfer data to and share data with and among multiple websites and providing non-downloadable software to measure and display the performance of investment ideas and investment portfolios based on public opinion, investor perception and finance-related surveys, all in the fields of financial planning, finance, investing, and financial portfolio management and accessible via the Internet, and electronic, digital and mobile devices | ACTIVE | Sep 30, 2018 |
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 FOLIO FINANCIAL, INC.
- Other trademarks in Class 042
- Similar marks named FOLIO FINANCIAL
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 16, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 16, 2021 | 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. |
| Jan 14, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 13, 2021 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jan 13, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 22, 2020 | IUAF | USE AMENDMENT FILED | — |
| Dec 22, 2020 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| 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 | — |
| Aug 13, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 12, 2020 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Jul 21, 2020 | EXT5 | SOU EXTENSION 5 FILED | — |
| Jul 21, 2020 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jan 30, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 30, 2020 | NOAC | CORRECTED NOA E-MAILED | — |
| Jan 29, 2020 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Jan 29, 2020 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Jan 22, 2020 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Jan 22, 2020 | EXT4 | SOU EXTENSION 4 FILED | — |
| Jan 22, 2020 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Jan 22, 2020 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jul 23, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 19, 2019 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Jul 19, 2019 | EXT3 | SOU EXTENSION 3 FILED | — |
| Jul 19, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 2, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 1, 2019 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jan 31, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 18, 2019 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jan 18, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jan 16, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 25, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 23, 2018 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 23, 2018 | EXT1 | SOU EXTENSION 1 FILED | — |
| Apr 23, 2018 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jan 23, 2018 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Nov 28, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 28, 2017 | 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. |
| Nov 8, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 19, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 4, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 3, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 3, 2017 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Apr 3, 2017 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Apr 3, 2017 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Apr 3, 2017 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Mar 11, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 10, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 10, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Jan 16, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Jan 16, 2017 | GNRT | NON-FINAL ACTION E-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. |
| Jan 16, 2017 | CNRT | NON-FINAL ACTION WRITTEN | 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. |
| Jan 9, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 6, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 27, 2016 | NWAP | NEW APPLICATION ENTERED | — |