FAMILY BANKING FORMULA
LIVE

Serial Number

99180418

Owner

The Money Advantage, LLC

Attorney

Elizabeth O'Donoghue

First Use Date

Mar 21, 2024

Filing Date

May 12, 2025

Add to watchlist:

No watchlists yet
View on USPTO

FAMILY BANKING FORMULA Trademark

Serial Number: 99180418 • Registration: 8025546

FAMILY BANKING FORMULA is a trademark filed by The Money Advantage, LLC on May 12, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently registered and active.

Owner Contact Info

The Money Advantage, LLC (4 trademarks)

1545 Crossway Blvd. Suite 250
Chesapeake, VA 23320

Entity Type: 16

Trademark Details

Filing Date

May 12, 2025

Registration Date

November 11, 2025

First Use Anywhere

March 21, 2024

First Use in Commerce

March 21, 2024

Goods & Services

Providing on-line training courses in the field of financial planning, family finances, and wealth management; Providing a website featuring blogs and non-downloadable publications in the nature of articles and podcasts in the field(s) of personal finance and life insurance; Education services, namely, providing nondownloadable videos in the field of personal finance and banking; Life coaching services in the field of a 9-step program for making end-of-life or post-mortem arrangements; Personal coaching services in the field of couples' and family finances and wealth management; Life coaching services in the field of couples' finances, family finances, relationships and money, marriage and money, and wealth management

Administration of individual and family plans concerning insurance and finance; Insurance agencies in the field of life insurance; Insurance and financial information and consultancy services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 11, 2025 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Nov 11, 2025 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Oct 15, 2025 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 14, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 13, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 13, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 1, 2025 GNRN
NON-FINAL ACTION E-MAILED
Oct 1, 2025 GNRT
NON-FINAL ACTION WRITTEN
Oct 1, 2025 CNRT
ASSIGNED TO EXAMINER
Sep 25, 2025 DOCK
APPLICATION FILING RECEIPT MAILED
May 12, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 12, 2025 NWOS
NEW APPLICATION ENTERED
May 12, 2025 NWAP