FOLIO INSTITUTIONAL

Live / Registered — Registered and renewed (as of 18 Sept 2021)

What this means for you

Registered since 24 May 2011. 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 24 May 2021).

Record

Serial number
85132197
Registration number
3965459
Mark type
Design + words
Filed
17 Sept 2010
Published for opposition
08 Mar 2011
Registered
24 May 2011
Next maintenance due
24 May 2021
Attorney of record
Nathaniel St. Clair, II

Goods and services

  • Class 036 — Insurance and 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

Owner

Prior registrations

Prosecution history

  • 18 Sept 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 18 Sept 2021 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 18 Sept 2021 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 18 Sept 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 17 May 2021 — TEAS SECTION 8 & 9 RECEIVED
  • 18 Nov 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 18 Nov 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 18 Nov 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 18 Nov 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 18 Nov 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 24 May 2020 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 16 Jan 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 26 May 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 26 May 2017 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 26 May 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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