FAMILY BANKING FORMULA Trademark

Trademark Overview


On Monday, May 12, 2025, a trademark application was filed for FAMILY BANKING FORMULA with the United States Patent and Trademark Office. The USPTO has given the FAMILY BANKING FORMULA trademark a serial number of 99180418. The federal status of this trademark filing is REGISTERED as of Tuesday, November 11, 2025. This trademark is owned by The Money Advantage, LLC. The FAMILY BANKING FORMULA trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

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
family banking formula

General Information


Serial Number99180418
Word MarkFAMILY BANKING FORMULA
Filing DateMonday, May 12, 2025
Status700 - REGISTERED
Status DateTuesday, November 11, 2025
Registration Number8025546
Registration DateTuesday, November 11, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 12, 2025
Primary Code036
First Use Anywhere DateThursday, March 21, 2024
First Use In Commerce DateThursday, March 21, 2024

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, May 12, 2025
Primary Code041
First Use Anywhere DateThursday, March 21, 2024
First Use In Commerce DateThursday, March 21, 2024

Trademark Owner History


Party NameThe Money Advantage, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChesapeake, VA 23320

Party NameThe Money Advantage, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChesapeake, VA 23320

Trademark Events


Event DateEvent Description
Monday, May 12, 2025NEW APPLICATION ENTERED
Monday, May 12, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 12, 2025APPLICATION FILING RECEIPT MAILED
Thursday, September 25, 2025ASSIGNED TO EXAMINER
Wednesday, October 1, 2025NON-FINAL ACTION WRITTEN
Wednesday, October 1, 2025NON-FINAL ACTION E-MAILED
Wednesday, October 1, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 13, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 13, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 14, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 15, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, November 11, 2025REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, November 11, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED