TrademarkDir
FORMULAFOLIOS
LIVE

Serial Number

87756323

Owner

FormulaFolio Investments, LLC

Attorney

Mindi M. Richter

Filing Date

Jan 16, 2018

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FORMULAFOLIOS Trademark

Serial Number: 87756323 • Registration: 5497936

FORMULAFOLIOS is a trademark filed by FormulaFolio Investments, LLC on January 16, 2018. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

FormulaFolio Investments, LLC (12 trademarks)

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

Entity Type: 03

BROOKSTONE ASSET MANAGEMENT, LLC (13 trademarks)

1745 S. NAPERVILLE ROAD
WHEATON, IL 60189

Entity Type: 16

Trademark Details

Filing Date

January 16, 2018

Registration Date

June 19, 2018

Published for Opposition

April 3, 2018

Goods & Services

Financial advice and consultancy services; Investment management

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 & 15 - E-MAILED
Nov 21, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 21, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 21, 2024 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 7, 2024 E815
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 23, 2024 ASGN
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 19, 2023 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 11, 2019 TCCA
REGISTERED-PRINCIPAL REGISTER
Jun 19, 2018 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 3, 2018 NPUB
PUBLISHED FOR OPPOSITION
Apr 3, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 14, 2018 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 1, 2018 CNSA
ASSIGNED TO EXAMINER
Feb 27, 2018 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jan 30, 2018 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 28, 2018 NWOS
NEW APPLICATION ENTERED
Jan 19, 2018 NWAP

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