RESULTS IN ADVANCE PLANNING
Live / Registered — Registered — Section 8 accepted (as of 13 Feb 2025)
What this means for you
Registered since 22 May 2018. 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 22 May 2028: the §8 & §9 renewal).
Record
- Serial number
- 87686607
- Registration number
- 5477489
- Mark type
- Slogan / phrase
- Filed
- 15 Nov 2017
- Registered
- 22 May 2018
- Next maintenance filing
- §8 & §9 renewal, due by 22 May 2028 (grace period to 22 Nov 2028)
- Attorney of record
- Mindi M. Richter
Goods and services
- Class 041 — Education and entertainment services: Educational services, namely, providing classes, seminars and workshops in the fields of investment and finance for financial advisors
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
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
- 13 Feb 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 13 Feb 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 13 Feb 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 May 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 16 May 2024 — TEAS SECTION 8 RECEIVED
- 22 May 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 11 Nov 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 22 May 2018 — REGISTERED-SUPPLEMENTAL REGISTER