TrademarkDir
RESULTS IN ADVANCE PLANNING
LIVE

Serial Number

87686607

Owner

BROOKSTONE ASSET MANAGEMENT, LLC

Attorney

Mindi M. Richter

Filing Date

Nov 15, 2017

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RESULTS IN ADVANCE PLANNING Trademark

Serial Number: 87686607 • Registration: 5477489

RESULTS IN ADVANCE PLANNING is a trademark filed by BROOKSTONE ASSET MANAGEMENT, LLC on November 15, 2017. The trademark is classified under Class 41 (Education & Entertainment). 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 (12 trademarks)

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

Entity Type: 03

Trademark Details

Filing Date

November 15, 2017

Registration Date

May 22, 2018

Goods & Services

Educational services, namely, providing classes, seminars and workshops in the fields of investment and finance for financial advisors

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 - E-MAILED
Feb 13, 2025 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Feb 13, 2025 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 13, 2025 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 23, 2024 ASGN
TEAS SECTION 8 RECEIVED
May 16, 2024 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 22, 2023 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 11, 2019 TCCA
REGISTERED-SUPPLEMENTAL REGISTER
May 22, 2018 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Apr 16, 2018 PREV
ASSIGNED TO LIE
Apr 9, 2018 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Apr 3, 2018 CNTA
EXAMINER'S AMENDMENT ENTERED
Apr 2, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Apr 2, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
Apr 2, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
Apr 2, 2018 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 21, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 21, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 21, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 7, 2018 GNRN
NON-FINAL ACTION E-MAILED
Mar 7, 2018 GNRT
NON-FINAL ACTION WRITTEN
Mar 7, 2018 CNRT
ASSIGNED TO EXAMINER
Feb 27, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 29, 2017 NWOS
NEW APPLICATION ENTERED
Nov 18, 2017 NWAP

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