EFOLIO INTERACTIVE PORTFOLIO MANAGER
Live / Registered — Registered and renewed (as of 09 Jun 2021)
What this means for you
Registered since 21 Aug 2001. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 21 Aug 2021).
Record
- Serial number
- 75788366
- Registration number
- 2479106
- Mark type
- Design + words
- Filed
- 30 Aug 1999
- Published for opposition
- 29 May 2001
- Registered
- 21 Aug 2001
- Next maintenance due
- 21 Aug 2021
- Attorney of record
- James B. Lake
Goods and services
- Class 036 — Insurance and financial services: financial services, namely, providing interactive financial portfolio management and brokerage in the field of securities, stocks, bonds and mutual funds by means of a global computer network
Owner
- RAYMOND JAMES FINANCIAL, INC., ST. PETERSBURG, FL, US
- MK ASSET, INC., WILMINGTON, DE, US
- Morgan Keegan & Company, Memphis, TN, US
- Morgan Keegan & Company, Memphis, TN, US
- Morgan Keegan & Company, Memphis, TN, US
Prosecution history
- 09 Jun 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 09 Jun 2021 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
- 09 Jun 2021 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 09 Jun 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Mar 2021 — TEAS SECTION 8 & 9 RECEIVED
- 21 Aug 2020 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Oct 2015 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 08 Jun 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Nov 2012 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 26 Nov 2012 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Jul 2011 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 26 Jul 2011 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 15 Jul 2011 — TEAS SECTION 8 & 9 RECEIVED
- 09 Oct 2009 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 09 Oct 2009 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED