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FOLIO INSTITUTIONAL
Live/Registered
REGISTERED AND RENEWED

on 18 Sep 2021

Last Applicant/ Owned by

8180 Greensboro Drive

McLean

VA

22102

Serial Number

85132197 filed on 17th Sep 2010

Registration Number

3965459 registered on 24th May 2011

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. use application currently

Disclaimer

NO DATA

FOLIO INSTITUTIONAL

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, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; financial investment research services; f Read More

Classification Information


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, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; 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; and financial administration of retirement plans


First Use Date in General

01st Sep 2009

First Use Date in Commerce

01st Sep 2009

Mark Details


Serial Number

No 85132197

Mark Type

No Service Mark

Attorney Docket Number

No 101227.01218

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.01.12 -

Circles with bars, bands and lines

26.01.21 -

Circles that are totally or partially shaded

26.01.28 -

Miscellaneous circular designs with an irregular circumference

Legal History


Show more

Status DateAction Taken
18th Sep 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
18th Sep 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
18th Sep 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
18th Sep 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
17th May 2021TEAS SECTION 8 & 9 RECEIVED
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