USPTO serial 87410589
FOLIOFIRST
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 5, 2019
- Examiner
- CAPSHAW, DANIEL
- Law office
- Historical data usage
What this means
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.
Need help with FOLIOFIRST?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Devasena Reddy
Devasena Reddy HM LAW GROUP LLP5655 Silver Creek Valley Road, #850San Jose, CA 95138United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | providing investment advice and investment consultation; investment management in the field of private placement of securities; conducting private placements and public offerings of securities; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; financial administration of retirement plans; providing information, research, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices | ACTIVE | May 22, 2017 |
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 FOLIO FINANCIAL, INC.
- Other trademarks owned by FOLIOfn, Inc.
- Other trademarks owned by FOLIOfn, Inc.
- Other trademarks owned by FOLIOfn, Inc.
- Other trademarks in Class 036
- Similar marks named FOLIOFIRST
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 23, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jun 23, 2025 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Jun 18, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 12, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Mar 5, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 5, 2025 | 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. |
| Mar 5, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 5, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 5, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 5, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) 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 | — |
| Feb 5, 2019 | 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 16, 2019 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jan 3, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 2, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 21, 2018 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 17, 2018 | IUAF | USE AMENDMENT FILED | — |
| Dec 17, 2018 | 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. |
| Aug 30, 2018 | NOAC | CORRECTED NOA E-MAILED | — |
| Aug 29, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 28, 2018 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 28, 2018 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Aug 16, 2018 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jul 30, 2018 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jul 30, 2018 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Jul 30, 2018 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Jul 30, 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 30, 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. |
| Dec 5, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 5, 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 15, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 30, 2017 | ALIE | ASSIGNED TO LIE | — |
| 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 | 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. |
| Jun 5, 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. |
| Jun 5, 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. |
| Jun 5, 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. |
| Jun 5, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 21, 2017 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Apr 20, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 17, 2017 | NWAP | NEW APPLICATION ENTERED | — |