TrademarkDir
A SMARTER WAY TO INVEST
LIVE

Serial Number

85905733

Owner

BROOKSTONE ASSET MANAGEMENT, LLC

Attorney

Mindi M. Richter

First Use Date

Dec 1, 2006

Filing Date

Apr 16, 2013

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A SMARTER WAY TO INVEST Trademark

Serial Number: 85905733 • Registration: 4554411

A SMARTER WAY TO INVEST is a trademark filed by BROOKSTONE ASSET MANAGEMENT, LLC on April 16, 2013. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

BROOKSTONE ASSET MANAGEMENT, LLC (13 trademarks)

1745 S. NAPERVILLE ROAD
WHEATON, IL 60189

Entity Type: 16

Formulafolio Investments LLC

89 Ionia Ave. NW, Suite 600
Grand Rapids, MI 49503

Entity Type: 16

Trademark Details

Filing Date

April 16, 2013

Registration Date

June 24, 2014

First Use Anywhere

December 1, 2006

First Use in Commerce

December 1, 2006

Published for Opposition

April 8, 2014

Goods & Services

Financial advice and consultancy services to the retirement community excluding investments for college or any other higher education

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 4, 2026 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 16, 2025 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 16, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 16, 2025 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 15, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 15, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 15, 2025 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jan 31, 2025 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jan 31, 2025 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jan 31, 2025 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 31, 2025 APRE
TEAS SECTION 8 & 9 RECEIVED
Oct 8, 2024 E89R
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 23, 2024 ASGN
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jun 24, 2023 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 11, 2019 TCCA
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Aug 10, 2019 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Aug 10, 2019 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 10, 2019 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 27, 2019 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 24, 2019 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 20, 2018 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 20, 2018 COAR
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 20, 2018 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 20, 2018 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 10, 2016 TCCA
REGISTERED-PRINCIPAL REGISTER
Jun 24, 2014 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 8, 2014 NPUB
PUBLISHED FOR OPPOSITION
Apr 8, 2014 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 19, 2014 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Mar 1, 2014 PREV
ASSIGNED TO LIE
Mar 1, 2014 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 10, 2014 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 30, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 30, 2014 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 30, 2014 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 31, 2013 GNRN
NON-FINAL ACTION E-MAILED
Jul 31, 2013 GNRT
NON-FINAL ACTION WRITTEN
Jul 31, 2013 CNRT
ASSIGNED TO EXAMINER
Jul 31, 2013 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 24, 2013 NWOS
NEW APPLICATION ENTERED
Apr 19, 2013 NWAP

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