A SMARTER WAY TO INVEST Trademark

Trademark Overview

On Tuesday, April 16, 2013, a trademark application was filed for A SMARTER WAY TO INVEST with the United States Patent and Trademark Office. The USPTO has given the A SMARTER WAY TO INVEST trademark a serial number of 85905733. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, August 10, 2019. This trademark is owned by Formulafolio Investments LLC. The A SMARTER WAY TO INVEST trademark is filed in the Insurance & Financial Services category with the following description:

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

General Information

Serial Number85905733
Word MarkA SMARTER WAY TO INVEST
Filing DateTuesday, April 16, 2013
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, August 10, 2019
Registration Number4554411
Registration DateTuesday, June 24, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 8, 2014

Trademark Statements

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

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 24, 2013
Primary Code036
First Use Anywhere DateFriday, December 1, 2006
First Use In Commerce DateFriday, December 1, 2006

Trademark Owner History

Party NameBROOKSTONE ASSET MANAGEMENT, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWHEATON, IL 60189
Party NameFormulafolio Investments LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressGrand Rapids, MI 49503
Party NameFormulafolio Investments LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressJenison, MI 49428
Party NameFormulafolio Investments LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressJenison, MI 49428

Trademark Events

Event DateEvent Description
Friday, April 19, 2013NEW APPLICATION ENTERED
Wednesday, April 24, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, July 31, 2013ASSIGNED TO EXAMINER
Thursday, January 30, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, January 30, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 30, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, February 10, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, March 1, 2014ASSIGNED TO LIE
Saturday, March 1, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 19, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 8, 2014PUBLISHED FOR OPPOSITION
Tuesday, April 8, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 24, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, November 10, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, April 20, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, April 20, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, April 20, 2018TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, April 20, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, June 24, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, June 27, 2019TEAS SECTION 8 & 15 RECEIVED
Saturday, August 10, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, August 10, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, November 11, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, June 24, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, May 23, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, July 31, 2013NON-FINAL ACTION WRITTEN
Wednesday, July 31, 2013NON-FINAL ACTION E-MAILED
Wednesday, July 31, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, August 10, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

invest smarter college investments other higher education excluding community advice consultancy services