FORMULAFOLIOS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 21 Nov 2024)
What this means for you
Registered since 19 Jun 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87756323
- Registration number
- 5497936
- Mark type
- Design + words
- Filed
- 16 Jan 2018
- Published for opposition
- 03 Apr 2018
- Registered
- 19 Jun 2018
- Attorney of record
- Mindi M. Richter
Goods and services
- Class 036 — Insurance and financial services: Financial advice and consultancy services; Investment management
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, Grand Rapids, MI, US
- FormulaFolio Investments, LLC, Grand Rapids, MI, US
Prior registrations
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
- 21 Nov 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 21 Nov 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 21 Nov 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 07 Jun 2024 — TEAS SECTION 8 & 15 RECEIVED
- 23 May 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 19 Jun 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 11 Nov 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 19 Jun 2018 — REGISTERED-PRINCIPAL REGISTER