A SMARTER WAY TO INVEST
Live / Registered — Registered and renewed (as of 31 Jan 2025)
What this means for you
Registered since 24 Jun 2014. 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 Jun 2024).
Record
- Serial number
- 85905733
- Registration number
- 4554411
- Mark type
- Stylized text
- Filed
- 16 Apr 2013
- Published for opposition
- 08 Apr 2014
- Registered
- 24 Jun 2014
- Next maintenance due
- 24 Jun 2024
- Attorney of record
- Mindi M. Richter
Goods and services
- Class 036 — Insurance and financial services: Financial advice and consultancy services to the retirement community excluding investments for college or any other higher education
Owner
- BROOKSTONE ASSET MANAGEMENT, LLC, WHEATON, IL, US
- BROOKSTONE ASSET MANAGEMENT, LLC, WHEATON, IL, US
- Formulafolio Investments LLC, Grand Rapids, MI, US
- Formulafolio Investments LLC, Jenison, MI, US
- Formulafolio Investments LLC, Jenison, MI, US
Prosecution history
- 04 Mar 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 16 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 16 Dec 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 16 Dec 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 15 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 15 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 15 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 31 Jan 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 31 Jan 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 31 Jan 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 31 Jan 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 08 Oct 2024 — TEAS SECTION 8 & 9 RECEIVED
- 23 May 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 24 Jun 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 11 Nov 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED