Who owns the FOLIOBALANCER trademark?

The FOLIOBALANCER trademark is owned by First Business Financial Services, Inc..

What class is the FOLIOBALANCER trademark registered in?

The FOLIOBALANCER trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for FOLIOBALANCER?

The USPTO serial number for FOLIOBALANCER is 98469500.

What is the registration number for FOLIOBALANCER?

FOLIOBALANCER is registered under USPTO registration number 8043974.

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FOL

USPTO Trademark Record

REGISTERED

FOLIOBALANCER

SN 98469500·Reg 8043974·Filed Mar 26, 2024

Owner First Business Financial Services, Inc.

Financial, monetary and banking services; insurance services; real estate services.

FOLIOBALANCER (Serial No. 98469500), Registration No. 8043974, is a registered US trademark filed on Mar 26, 2024 by First Business Financial Services, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: November 25, 2031

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Mark Intelligence

FOLIOBALANCER (Reg. #8043974) is a registered US trademark that has been protecting its owner, First Business Financial Services, Inc., since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Mar 26, 2024

SERIAL

98469500

REG#

8043974

REGISTERED

Nov 25, 2025

Filing Information

StatusREGISTERED

Filing DateMar 26, 2024

Serial Number98469500

Registration No.8043974

Registration DateNov 25, 2025

Status DateNov 25, 2025

Published for OppositionNov 19, 2024

Filing Basis & Declarations

Standard Characters ClaimedUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Mar 31, 2024

First use in commerce: Mar 31, 2024

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

16 events

REGISTERED-PRINCIPAL REGISTER

Nov 25, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Nov 25, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Oct 31, 2025

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Oct 31, 2025

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Oct 30, 2025

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Oct 30, 2025

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

May 22, 2025

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

May 22, 2025

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Dec 31, 2024

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Nov 19, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 19, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 13, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 09, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Oct 07, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Aug 27, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 27, 2024

NEW APPLICATION ENTERED

Other Marks by First Business Financial Services, Inc.

Additional USPTO filings from the same owner.

FOL

FOLIOBUILDER

98469505

First Business Financial Services, Inc.

REGISTERED

FIR

FIRST BUSINESS FINANCIAL SERVICES

97483581

First Business Financial Services, Inc.

REGISTERED

FBI

FBIZ

85601463

First Business Financial Services, Inc.

REGISTERED

FIR

FIRST BUSINESS BANK

75691971

FIRST BUSINESS FINANCIAL SERVICES, INC.

REGISTERED

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Additional USPTO filings handled by the same attorney of record.

YOU

YOUNGBUNS

99615197

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ASC

AS CAJUN AS IT COMES

88485752

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PAT

PATRIA

88712869

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MTU

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FOLIOBALANCER

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