RESULTS IN ADVANCE PLANNING
Live / Registered — Registered — Section 8 accepted (as of 26 Mar 2025)
What this means for you
Registered since 04 Jun 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87892881
- Registration number
- 5767112
- Mark type
- Stylized text
- Filed
- 25 Apr 2018
- Published for opposition
- 19 Mar 2019
- Registered
- 04 Jun 2019
- 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
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
- 26 Mar 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 26 Mar 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 26 Mar 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 Aug 2024 — TEAS SECTION 8 RECEIVED
- 04 Jun 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 23 May 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 11 Nov 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 04 Jun 2019 — REGISTERED-PRINCIPAL REGISTER