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FOLIO FINANCIAL
Live/Registered
REGISTERED

on 03 Mar 2020

Last Applicant/ Owned by

8180 Greensboro Drive

McLean

VA

22102

Serial Number

87982626 filed on 23rd Dec 2016

Registration Number

6003330 registered on 03rd Mar 2020

in the Principal Register

Correspondent Address

Nathaniel St. Clair, II

Nathaniel St. Clair, II

2323 Ross Avenue, Suite 600

Dallas TX 75201

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

FOLIO FINANCIAL

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs; online securities brokerage services; mutual fund investment services; investment brokerage services; investment management in the field of private placement of securities; conductin Read More

Classification Information


Class [035]
Advertising, Business & Retail Services


Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes by global computer network, electronic means, computer communication, telephone communication, and other means


First Use Date in General

14th Jan 2020

First Use Date in Commerce

14th Jan 2020

Class [036]
Insurance & Financial Services


Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs; online securities brokerage services; mutual fund investment services; investment brokerage services; 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; providing investment and portfolio status information by electronic means; financial administration of retirement plans; providing information, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices


First Use Date in General

14th Jan 2020

First Use Date in Commerce

14th Jan 2020

Mark Details


Serial Number

No 87982626

Mark Type

No Service Mark

Attorney Docket Number

No 101227.01249

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
18th Nov 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
18th Nov 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
18th Nov 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
18th Nov 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
18th Nov 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
03rd Mar 2020REGISTERED-PRINCIPAL REGISTER
30th Jan 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
30th Jan 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
29th Jan 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
29th Jan 2020STATEMENT OF USE PROCESSING COMPLETE